RI
IBTE

Rinkey Investments’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Rinkey Investments’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
Q2 		– Sell
-77,106
Closed -$1.85M – 80
2024
Q1 		$1.85M Buy
77,106
+675
+0.9% +$16.1K 0.67% 25
2023
Q4 		$1.82M Sell
76,431
-6,651
-8% -$158K 0.72% 24
2023
Q3 		$1.98M Sell
83,082
-510
-0.6% -$12.1K 0.91% 19
2023
Q2 		$1.99M Buy
+83,592
New +$2M 0.91% 20

Other funds holding IBTE

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Rinkey Investments's IBTE Position: Q2 2024 in Review

Rinkey Investments sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q2 2024, closing a stake of 77,106 shares — an estimated $1.85M sold.

Rinkey Investments first reported a position in IBTE in Q2 2023 and held it in 4 quarters. The position peaked at $1.99M in Q2 2023. 290 funds tracked by Wall St. Rank hold IBTE as of Q2 2024.

  • Rinkey Investments reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Rinkey Investments sold 77,106 iShares iBonds Dec 2024 Term Treasury ETF shares in Q2 2024, an estimated $1.85M.
  • Rinkey Investments first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q2 2023 and held it in 4 quarters.
  • Rinkey Investments's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $1.99M in Q2 2023.
  • 290 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q2 2024.

Based on Rinkey Investments's 13F filing for Q2 2024, filed 31 Jul 2024.