Quantitative Advantage’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Quantitative Advantage’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
2023 Q1	$291K	Buy	+12,109	New	+$289K	0.04%	106

Other funds holding IBTE

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Quantitative Advantage's IBTE Position: Q1 2023 in Review

Quantitative Advantage opened a new position in iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q1 2023: 12,109 shares worth $291K. The stake represents 0.04% of the portfolio and ranks #106 among its holdings.

203 funds tracked by Wall St. Rank hold IBTE as of Q1 2023.

Quantitative Advantage held 12,109 shares of iShares iBonds Dec 2024 Term Treasury ETF worth $291K as of Q1 2023.
iShares iBonds Dec 2024 Term Treasury ETF was a new Quantitative Advantage position in Q1 2023.
iShares iBonds Dec 2024 Term Treasury ETF made up 0.04% of Quantitative Advantage's portfolio in Q1 2023, its #106 holding.
203 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q1 2023.

Based on Quantitative Advantage's 13F filing for Q1 2023, filed 12 May 2023.