AF
IBTE

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

Advisornet 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
Q4 		– Sell
-604
Closed -$14.5K – 2294
2024
Q3 		$14.5K Buy
604
+8
+1% +$192 ﹤0.01% 1316
2024
Q2 		$14.3K Buy
596
+7
+1% +$167 ﹤0.01% 1203
2024
Q1 		$14.1K Buy
589
+4
+0.7% +$96 ﹤0.01% 1189
2023
Q4 		$14K Buy
+585
New +$13.9K ﹤0.01% 1214
2023
Q2 		– Sell
-4,793
Closed -$115K – 2520
2023
Q1 		$115K Buy
4,793
+225
+5% +$5.38K 0.01% 590
2022
Q4 		$109K Hold
4,568
– – 0.01% 601
2022
Q3 		$109K Sell
4,568
-1,532
-25% -$37.2K 0.01% 640
2022
Q2 		$149K Buy
6,100
+2,667
+78% +$65.3K 0.01% 566
2022
Q1 		$85K Buy
+3,433
New +$86K 0.01% 801

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

Advisornet Financial's IBTE Position: Q4 2024 in Review

Advisornet Financial sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 604 shares — an estimated $14.5K sold.

Advisornet Financial first reported a position in IBTE in Q1 2022 and held it in 9 quarters. The position peaked at $149K in Q2 2022. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Advisornet Financial reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 604 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $14.5K.
  • Advisornet Financial first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q1 2022 and held it in 9 quarters.
  • Advisornet Financial's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $149K in Q2 2022.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.