Seneca House Advisors’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Seneca House Advisors’s Portfolio IBTM Stock Details IBTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-15,561	Closed	-$365K	–	96
2024 Q3	$365K	Sell	15,561 -6,669	-30%	-$154K	0.15%	64
2024 Q2	$499K	Sell	22,230 -12,375	-36%	-$275K	0.22%	56
2024 Q1	$784K	Sell	34,605 -37,063	-52%	-$842K	0.34%	44
2023 Q4	$1.66M	Buy	71,668 +954	+1%	+$21.2K	0.77%	33
2023 Q3	$1.55M	Buy	70,714 +7,602	+12%	+$172K	0.81%	33
2023 Q2	$1.47M	Buy	63,112 +154	+0.2%	+$3.64K	0.73%	37
2023 Q1	$1.5M	Buy	62,958 +749	+1%	+$17.6K	0.78%	36
2022 Q4	$1.44M	Buy	+62,209	New	+$1.44M	0.79%	34

Other funds holding IBTM

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

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

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

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

Seneca House Advisors's IBTM Position: Q4 2024 in Review

Seneca House Advisors sold out of iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q4 2024, closing a stake of 15,561 shares — an estimated $365K sold.

Seneca House Advisors first reported a position in IBTM in Q4 2022 and held it in 8 quarters. The position peaked at $1.66M in Q4 2023. 67 funds tracked by Wall St. Rank hold IBTM as of Q4 2024.

Seneca House Advisors reported no remaining iShares iBonds Dec 2032 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
Seneca House Advisors sold 15,561 iShares iBonds Dec 2032 Term Treasury ETF shares in Q4 2024, an estimated $365K.
Seneca House Advisors first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2022 and held it in 8 quarters.
Seneca House Advisors's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $1.66M in Q4 2023.
67 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q4 2024.

Based on Seneca House Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.