T
IBTE

TCWP’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

TCWP’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
2022
Q4 		– Sell
-10,879
Closed -$260K – 300
2022
Q3 		$260K Buy
+10,879
New +$264K 0.06% 222

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
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $6.84B AUM 17.28% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CWM
Campbell Wealth Management Alexandria, Virginia $1.11B AUM 14.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

TCWP's IBTE Position: Q4 2022 in Review

TCWP sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2022, closing a stake of 10,879 shares — an estimated $260K sold.

TCWP first reported a position in IBTE in Q3 2022 and held it in 1 quarter. The position peaked at $260K in Q3 2022. 168 funds tracked by Wall St. Rank hold IBTE as of Q4 2022.

  • TCWP reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2022 after selling out during the quarter.
  • TCWP sold 10,879 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2022, an estimated $260K.
  • TCWP first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q3 2022 and held it in 1 quarter.
  • TCWP's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $260K in Q3 2022.
  • 168 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2022.

Based on TCWP's 13F filing for Q4 2022, filed 13 Feb 2023.