PCS
IBTE

Private Client Services’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Private Client Services’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
Q1 		– Sell
-11,805
Closed -$282K – 154
2023
Q4 		$282K Buy
+11,805
New +$281K 0.23% 109

Other funds holding IBTE

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Private Client Services's IBTE Position: Q1 2024 in Review

Private Client Services sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q1 2024, closing a stake of 11,805 shares — an estimated $282K sold.

Private Client Services first reported a position in IBTE in Q4 2023 and held it in 1 quarter. The position peaked at $282K in Q4 2023. 294 funds tracked by Wall St. Rank hold IBTE as of Q1 2024.

  • Private Client Services reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
  • Private Client Services sold 11,805 iShares iBonds Dec 2024 Term Treasury ETF shares in Q1 2024, an estimated $282K.
  • Private Client Services first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2023 and held it in 1 quarter.
  • Private Client Services's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $282K in Q4 2023.
  • 294 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q1 2024.

Based on Private Client Services's 13F filing for Q1 2024, filed 10 May 2024.