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Realta Investment Advisors’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

Realta Investment Advisors’s Portfolio IBTK Stock Details IBTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-914
Closed -$18K – 866
2022
Q3 		$18K Buy
+914
New +$18.9K ﹤0.01% 626

Other funds holding IBTK

CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
BFEC
Benjamin F. Edwards & Company St. Louis, Missouri $5.69B AUM 15.37% 1-Year Est. Return
SHA
Seneca House Advisors Richmond, Virginia $252M AUM 17.04% 1-Year Est. Return
AUB
Atlantic Union Bankshares Glen Allen, Virginia $5.21B AUM 19.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BEI
Benjamin Edwards Inc Clayton, Missouri $10.1B AUM 14.03% 1-Year Est. Return

Realta Investment Advisors's IBTK Position: Q4 2022 in Review

Realta Investment Advisors sold out of iShares iBonds Dec 2030 Term Treasury ETF (IBTK) in Q4 2022, closing a stake of 914 shares — an estimated $18K sold.

Realta Investment Advisors first reported a position in IBTK in Q3 2022 and held it in 1 quarter. The position peaked at $18K in Q3 2022. 24 funds tracked by Wall St. Rank hold IBTK as of Q4 2022.

  • Realta Investment Advisors reported no remaining iShares iBonds Dec 2030 Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • Realta Investment Advisors sold 914 iShares iBonds Dec 2030 Term Treasury ETF shares in Q4 2022, an estimated $18K.
  • Realta Investment Advisors first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q3 2022 and held it in 1 quarter.
  • Realta Investment Advisors's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $18K in Q3 2022.
  • 24 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q4 2022.

Based on Realta Investment Advisors's 13F filing for Q4 2022, filed 10 Feb 2023.