WFA of San Diego’s iShares iBonds Oct 2024 Term TIPS ETF IBIA Stock Holding History

WFA of San Diego’s Portfolio IBIA Stock Details IBIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$3.81K	Hold	150	–	–	﹤0.01%	327
2024 Q2	$3.84K	Buy	+150	New	+$3.82K	﹤0.01%	331

Other funds holding IBIA

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

ATI

ARK & TLK Investments Oklahoma City, Oklahoma $406M AUM 22.41% 1-Year Est. Return

APW

Austin Private Wealth Austin, Texas $1.35B AUM 17.75% 1-Year Est. Return

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

WFA of San Diego's IBIA Position: Q3 2024 in Review

WFA of San Diego held its iShares iBonds Oct 2024 Term TIPS ETF (IBIA) position steady in Q3 2024 at 150 shares worth $3.81K. The position accounts for ﹤0.01% of the portfolio, ranked #327.

WFA of San Diego first reported a position in IBIA in Q2 2024 and has held it in 2 quarters since. The position peaked at $3.84K in Q2 2024. 7 funds tracked by Wall St. Rank hold IBIA as of Q3 2024.

WFA of San Diego held 150 shares of iShares iBonds Oct 2024 Term TIPS ETF worth $3.81K as of Q3 2024.
WFA of San Diego left its iShares iBonds Oct 2024 Term TIPS ETF share count unchanged in Q3 2024.
iShares iBonds Oct 2024 Term TIPS ETF made up ﹤0.01% of WFA of San Diego's portfolio in Q3 2024, its #327 holding.
WFA of San Diego first reported a position in iShares iBonds Oct 2024 Term TIPS ETF in Q2 2024 and has held it in 2 quarters since.
WFA of San Diego's iShares iBonds Oct 2024 Term TIPS ETF position peaked at $3.84K in Q2 2024.
7 funds tracked by Wall St. Rank held iShares iBonds Oct 2024 Term TIPS ETF as of Q3 2024.

Based on WFA of San Diego's 13F filing for Q3 2024, filed 13 Nov 2024.