Sutton Wealth Advisors’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Sutton Wealth Advisors’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 Q3	$4.1K	Buy	+172	New	+$4.09K	﹤0.01%	617

Other funds holding IBTE

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

GBWM

Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

CWM

Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return

Bailard Foster City, California $4.35B AUM 23.57% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Sutton Wealth Advisors's IBTE Position: Q3 2023 in Review

Sutton Wealth Advisors opened a new position in iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q3 2023: 172 shares worth $4.1K. The stake represents ﹤0.01% of the portfolio and ranks #617 among its holdings.

237 funds tracked by Wall St. Rank hold IBTE as of Q3 2023.

Sutton Wealth Advisors held 172 shares of iShares iBonds Dec 2024 Term Treasury ETF worth $4.1K as of Q3 2023.
iShares iBonds Dec 2024 Term Treasury ETF was a new Sutton Wealth Advisors position in Q3 2023.
iShares iBonds Dec 2024 Term Treasury ETF made up ﹤0.01% of Sutton Wealth Advisors's portfolio in Q3 2023, its #617 holding.
237 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q3 2023.

Based on Sutton Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.