RW
IBTE

Regimen Wealth’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Regimen Wealth’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 		– Sell
-2,375
Closed -$57K – 74
2022
Q4 		$57K Buy
+2,375
New +$56.7K 0.04% 59

Other funds holding IBTE

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Rockefeller Capital Management
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
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Regimen Wealth's IBTE Position: Q1 2023 in Review

Regimen Wealth sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q1 2023, closing a stake of 2,375 shares — an estimated $57K sold.

Regimen Wealth first reported a position in IBTE in Q4 2022 and held it in 1 quarter. The position peaked at $57K in Q4 2022. 203 funds tracked by Wall St. Rank hold IBTE as of Q1 2023.

  • Regimen Wealth reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q1 2023 after selling out during the quarter.
  • Regimen Wealth sold 2,375 iShares iBonds Dec 2024 Term Treasury ETF shares in Q1 2023, an estimated $57K.
  • Regimen Wealth first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2022 and held it in 1 quarter.
  • Regimen Wealth's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $57K in Q4 2022.
  • 203 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q1 2023.

Based on Regimen Wealth's 13F filing for Q1 2023, filed 5 May 2023.