WP
IBTE

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

WealthPLAN Partners’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
-7,027
Closed -$169K – 1408
2023
Q1 		$169K Buy
+7,027
New +$168K 0.02% 340

Other funds holding IBTE

CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $65.2B AUM 31.44% 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

WealthPLAN Partners's IBTE Position: Q2 2023 in Review

WealthPLAN Partners sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q2 2023, closing a stake of 7,027 shares — an estimated $169K sold.

WealthPLAN Partners first reported a position in IBTE in Q1 2023 and held it in 1 quarter. The position peaked at $169K in Q1 2023. 215 funds tracked by Wall St. Rank hold IBTE as of Q2 2023.

  • WealthPLAN Partners reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q2 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 7,027 iShares iBonds Dec 2024 Term Treasury ETF shares in Q2 2023, an estimated $169K.
  • WealthPLAN Partners first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q1 2023 and held it in 1 quarter.
  • WealthPLAN Partners's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $169K in Q1 2023.
  • 215 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.