Truist Financial
IBTE

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

Truist Financial’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
2024
Q3 		– Sell
-340,775
Closed -$8.17M – 2765
2024
Q2 		$8.17M Buy
340,775
+35,388
+12% +$846K 0.01% 669
2024
Q1 		$7.31M Buy
305,387
+17,588
+6% +$420K 0.01% 742
2023
Q4 		$6.87M Buy
287,799
+15,160
+6% +$361K 0.01% 746
2023
Q3 		$6.5M Buy
272,639
+5,709
+2% +$136K 0.01% 751
2023
Q2 		$6.35M Buy
266,930
+42,601
+19% +$1.02M 0.01% 752
2023
Q1 		$5.39M Buy
224,329
+6,171
+3% +$147K 0.01% 804
2022
Q4 		$5.2M Buy
+218,158
New +$5.21M 0.01% 808

Other funds holding IBTE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
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
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Truist Financial's IBTE Position: Q3 2024 in Review

Truist Financial sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q3 2024, closing a stake of 340,775 shares — an estimated $8.17M sold.

Truist Financial first reported a position in IBTE in Q4 2022 and held it in 7 quarters. The position peaked at $8.17M in Q2 2024. 285 funds tracked by Wall St. Rank hold IBTE as of Q3 2024.

  • Truist Financial reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
  • Truist Financial sold 340,775 iShares iBonds Dec 2024 Term Treasury ETF shares in Q3 2024, an estimated $8.17M.
  • Truist Financial first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2022 and held it in 7 quarters.
  • Truist Financial's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $8.17M in Q2 2024.
  • 285 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q3 2024.

Based on Truist Financial's 13F filing for Q3 2024, filed 13 Nov 2024.