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Sowell Financial Services’s iShares iBonds Dec 2032 Term Treasury ETF IBTM Stock Holding History

Sowell Financial Services’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
Q3 		– Sell
-27,346
Closed -$614K – 560
2024
Q2 		$614K Sell
27,346
-4,797
-15% -$107K 0.03% 408
2024
Q1 		$729K Sell
32,143
-2,596
-7% -$59K 0.03% 398
2023
Q4 		$803K Buy
+34,739
New +$770K 0.04% 362

Other funds holding IBTM

KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
NA
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
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAS
Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $891M AUM 30.4% 1-Year Est. Return

Sowell Financial Services's IBTM Position: Q3 2024 in Review

Sowell Financial Services sold out of iShares iBonds Dec 2032 Term Treasury ETF (IBTM) in Q3 2024, closing a stake of 27,346 shares — an estimated $614K sold.

Sowell Financial Services first reported a position in IBTM in Q4 2023 and held it in 3 quarters. The position peaked at $803K in Q4 2023. 65 funds tracked by Wall St. Rank hold IBTM as of Q3 2024.

  • Sowell Financial Services reported no remaining iShares iBonds Dec 2032 Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
  • Sowell Financial Services sold 27,346 iShares iBonds Dec 2032 Term Treasury ETF shares in Q3 2024, an estimated $614K.
  • Sowell Financial Services first reported a position in iShares iBonds Dec 2032 Term Treasury ETF in Q4 2023 and held it in 3 quarters.
  • Sowell Financial Services's iShares iBonds Dec 2032 Term Treasury ETF position peaked at $803K in Q4 2023.
  • 65 funds tracked by Wall St. Rank held iShares iBonds Dec 2032 Term Treasury ETF as of Q3 2024.

Based on Sowell Financial Services's 13F filing for Q3 2024, filed 4 Oct 2024.