Royal Harbor Partners’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Royal Harbor Partners’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 Q1	–	Sell	-140,098	Closed	-$3.34M	–	56
2023 Q4	$3.34M	Sell	140,098 -4,400	-3%	-$105K	1.55%	16
2023 Q3	$3.44M	Sell	144,498 -5,887	-4%	-$140K	1.79%	15
2023 Q2	$3.58M	Buy	150,385 +20,190	+16%	+$482K	1.75%	18
2023 Q1	$3.13M	Buy	130,195 +26,472	+26%	+$632K	1.68%	18
2022 Q4	$2.47M	Buy	103,723 +10,577	+11%	+$252K	1.53%	18
2022 Q3	$2.23M	Buy	+93,146	New	+$2.26M	1.52%	18

Other funds holding IBTE

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

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

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

HBT

Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Royal Harbor Partners's IBTE Position: Q1 2024 in Review

Royal Harbor Partners sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q1 2024, closing a stake of 140,098 shares — an estimated $3.34M sold.

Royal Harbor Partners first reported a position in IBTE in Q3 2022 and held it in 6 quarters. The position peaked at $3.58M in Q2 2023. 294 funds tracked by Wall St. Rank hold IBTE as of Q1 2024.

Royal Harbor Partners reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q1 2024 after selling out during the quarter.
Royal Harbor Partners sold 140,098 iShares iBonds Dec 2024 Term Treasury ETF shares in Q1 2024, an estimated $3.34M.
Royal Harbor Partners first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q3 2022 and held it in 6 quarters.
Royal Harbor Partners's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $3.58M in Q2 2023.
294 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q1 2024.

Based on Royal Harbor Partners's 13F filing for Q1 2024, filed 30 Apr 2024.