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Sowell Financial Services’s iShares iBonds Dec 2031 Term Treasury ETF IBTL Stock Holding History

Sowell Financial Services’s Portfolio IBTL Stock Details IBTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-37,358
Closed -$786K – 549
2024
Q3 		$786K Buy
+37,358
New +$767K 0.04% 382

Other funds holding IBTL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCA
Snowden Capital Advisors New York $3.76B AUM 23.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FA
Fagan Associates Troy, New York $719M AUM 26.65% 1-Year Est. Return
SCM
Spreng Capital Management Bucyrus, Ohio $275M AUM 21.47% 1-Year Est. Return

Sowell Financial Services's IBTL Position: Q4 2024 in Review

Sowell Financial Services sold out of iShares iBonds Dec 2031 Term Treasury ETF (IBTL) in Q4 2024, closing a stake of 37,358 shares — an estimated $786K sold.

Sowell Financial Services first reported a position in IBTL in Q3 2024 and held it in 1 quarter. The position peaked at $786K in Q3 2024. 76 funds tracked by Wall St. Rank hold IBTL as of Q4 2024.

  • Sowell Financial Services reported no remaining iShares iBonds Dec 2031 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Sowell Financial Services sold 37,358 iShares iBonds Dec 2031 Term Treasury ETF shares in Q4 2024, an estimated $786K.
  • Sowell Financial Services first reported a position in iShares iBonds Dec 2031 Term Treasury ETF in Q3 2024 and held it in 1 quarter.
  • Sowell Financial Services's iShares iBonds Dec 2031 Term Treasury ETF position peaked at $786K in Q3 2024.
  • 76 funds tracked by Wall St. Rank held iShares iBonds Dec 2031 Term Treasury ETF as of Q4 2024.

Based on Sowell Financial Services's 13F filing for Q4 2024, filed 7 Feb 2025.