QFA
IBTA

Quattro Financial Advisors’s iShares iBonds Dec 2021 Term Treasury ETF IBTA Stock Holding History

Quattro Financial Advisors’s Portfolio IBTA Stock Details IBTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-85,023
Closed -$2.16M – 98
2020
Q4 		$2.16M Buy
+85,023
New +$2.16M 0.57% 29

Other funds holding IBTA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PGAM
Princeton Global Asset Management Princeton, New Jersey $698M AUM 31.09% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $33.2B AUM 25.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FCA
FinTrust Capital Advisors Greenville, South Carolina $591M AUM 26.89% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Quattro Financial Advisors's IBTA Position: Q1 2021 in Review

Quattro Financial Advisors sold out of iShares iBonds Dec 2021 Term Treasury ETF (IBTA) in Q1 2021, closing a stake of 85,023 shares — an estimated $2.16M sold.

Quattro Financial Advisors first reported a position in IBTA in Q4 2020 and held it in 1 quarter. The position peaked at $2.16M in Q4 2020. 10 funds tracked by Wall St. Rank hold IBTA as of Q1 2021.

  • Quattro Financial Advisors reported no remaining iShares iBonds Dec 2021 Term Treasury ETF position as of Q1 2021 after selling out during the quarter.
  • Quattro Financial Advisors sold 85,023 iShares iBonds Dec 2021 Term Treasury ETF shares in Q1 2021, an estimated $2.16M.
  • Quattro Financial Advisors first reported a position in iShares iBonds Dec 2021 Term Treasury ETF in Q4 2020 and held it in 1 quarter.
  • Quattro Financial Advisors's iShares iBonds Dec 2021 Term Treasury ETF position peaked at $2.16M in Q4 2020.
  • 10 funds tracked by Wall St. Rank held iShares iBonds Dec 2021 Term Treasury ETF as of Q1 2021.

Based on Quattro Financial Advisors's 13F filing for Q1 2021, filed 22 Apr 2021.