RA
IBTE

Ruggaard & Associates’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Ruggaard & Associates’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
-33,698
Closed -$807K – 122
2024
Q1 		$807K Buy
33,698
+3,483
+12% +$83.2K 0.38% 31
2023
Q4 		$721K Buy
30,215
+9,275
+44% +$221K 0.38% 32
2023
Q3 		$499K Buy
20,940
+2,575
+14% +$61.3K 0.3% 55
2023
Q2 		$437K Buy
+18,365
New +$439K 0.26% 61

Other funds holding IBTE

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Bank of America
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Ruggaard & Associates's IBTE Position: Q2 2024 in Review

Ruggaard & Associates sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q2 2024, closing a stake of 33,698 shares — an estimated $807K sold.

Ruggaard & Associates first reported a position in IBTE in Q2 2023 and held it in 4 quarters. The position peaked at $807K in Q1 2024. 290 funds tracked by Wall St. Rank hold IBTE as of Q2 2024.

  • Ruggaard & Associates reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q2 2024 after selling out during the quarter.
  • Ruggaard & Associates sold 33,698 iShares iBonds Dec 2024 Term Treasury ETF shares in Q2 2024, an estimated $807K.
  • Ruggaard & Associates first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q2 2023 and held it in 4 quarters.
  • Ruggaard & Associates's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $807K in Q1 2024.
  • 290 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q2 2024.

Based on Ruggaard & Associates's 13F filing for Q2 2024, filed 13 Aug 2024.