Sowell Financial Services
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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

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Raymond James & Associates
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Truist Financial
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Morgan Stanley
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Park Avenue Securities
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James Investment Research
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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.