PAI
IBTE

Pittenger & Anderson Inc’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Pittenger & Anderson Inc’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-9,905
Closed -$238K – 480
2024
Q2 		$238K Buy
+9,905
New +$237K 0.01% 218

Other funds holding IBTE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Pittenger & Anderson Inc's IBTE Position: Q3 2024 in Review

Pittenger & Anderson Inc sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q3 2024, closing a stake of 9,905 shares — an estimated $238K sold.

Pittenger & Anderson Inc first reported a position in IBTE in Q2 2024 and held it in 1 quarter. The position peaked at $238K in Q2 2024. 285 funds tracked by Wall St. Rank hold IBTE as of Q3 2024.

  • Pittenger & Anderson Inc reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
  • Pittenger & Anderson Inc sold 9,905 iShares iBonds Dec 2024 Term Treasury ETF shares in Q3 2024, an estimated $238K.
  • Pittenger & Anderson Inc first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q2 2024 and held it in 1 quarter.
  • Pittenger & Anderson Inc's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $238K in Q2 2024.
  • 285 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q3 2024.

Based on Pittenger & Anderson Inc's 13F filing for Q3 2024, filed 30 Oct 2024.