ACM
IBTE

Advance Capital Management’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Advance Capital Management’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
-51,459
Closed -$1.24M – 159
2024
Q3 		$1.24M Buy
51,459
+423
+0.8% +$10.1K 0.05% 44
2024
Q2 		$1.22M Sell
51,036
-990
-2% -$23.7K 0.06% 42
2024
Q1 		$1.25M Sell
52,026
-273
-0.5% -$6.53K 0.09% 41
2023
Q4 		$1.25M Sell
52,299
-1,776
-3% -$42.3K 0.1% 28
2023
Q3 		$1.29M Sell
54,075
-4,854
-8% -$115K 0.12% 26
2023
Q2 		$1.4M Sell
58,929
-3,000
-5% -$71.6K 0.16% 28
2023
Q1 		$1.49M Sell
61,929
-5,679
-8% -$136K 0.26% 25
2022
Q4 		$1.61M Buy
67,608
+42,577
+170% +$1.02M 0.21% 25
2022
Q3 		$599K Buy
+25,031
New +$607K 0.07% 39

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

Advance Capital Management's IBTE Position: Q4 2024 in Review

Advance Capital Management sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 51,459 shares — an estimated $1.24M sold.

Advance Capital Management first reported a position in IBTE in Q3 2022 and held it in 9 quarters. The position peaked at $1.61M in Q4 2022. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Advance Capital Management reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Advance Capital Management sold 51,459 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $1.24M.
  • Advance Capital Management first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q3 2022 and held it in 9 quarters.
  • Advance Capital Management's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $1.61M in Q4 2022.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Advance Capital Management's 13F filing for Q4 2024, filed 6 Jan 2025.