SHIM
IBTE

Stone House Investment Management’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Stone House Investment Management’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
2023
Q2 		– Sell
-8,410
Closed -$202K – 365
2023
Q1 		$202K Buy
+8,410
New +$201K 0.07% 38
2022
Q4 		– Sell
-8,385
Closed -$201K – 50
2022
Q3 		$201K Buy
+8,385
New +$203K 0.09% 41

Other funds holding IBTE

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

Stone House Investment Management's IBTE Position: Q2 2023 in Review

Stone House Investment Management sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q2 2023, closing a stake of 8,410 shares — an estimated $202K sold.

Stone House Investment Management first reported a position in IBTE in Q3 2022 and held it in 2 quarters. The position peaked at $202K in Q1 2023. 215 funds tracked by Wall St. Rank hold IBTE as of Q2 2023.

  • Stone House Investment Management reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
  • Stone House Investment Management sold 8,410 iShares iBonds Dec 2024 Term Treasury ETF shares in Q2 2023, an estimated $202K.
  • Stone House Investment Management first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q3 2022 and held it in 2 quarters.
  • Stone House Investment Management's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $202K in Q1 2023.
  • 215 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q2 2023.

Based on Stone House Investment Management's 13F filing for Q2 2023, filed 11 Aug 2023.