ATC
IBTE

Adirondack Trust Company’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Adirondack Trust Company’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
Q4 		– Sell
-718
Closed -$17.2K – 496
2024
Q3 		$17.2K Hold
718
– – 0.01% 319
2024
Q2 		$17.2K Hold
718
– – 0.01% 314
2024
Q1 		$17.2K Hold
718
– – 0.01% 317
2023
Q4 		$17.2K Hold
718
– – 0.01% 314
2023
Q3 		$17.1K Buy
718
+218
+44% +$5.19K 0.01% 294
2023
Q2 		$11.9K Buy
+500
New +$11.9K 0.01% 318

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Adirondack Trust Company's IBTE Position: Q4 2024 in Review

Adirondack Trust Company sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 718 shares — an estimated $17.2K sold.

Adirondack Trust Company first reported a position in IBTE in Q2 2023 and held it in 6 quarters. The position peaked at $17.2K in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Adirondack Trust Company reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Adirondack Trust Company sold 718 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $17.2K.
  • Adirondack Trust Company first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q2 2023 and held it in 6 quarters.
  • Adirondack Trust Company's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $17.2K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Adirondack Trust Company's 13F filing for Q4 2024, filed 17 Jan 2025.