AR
IBTE

Advisory Research’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Advisory Research’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
-64,180
Closed -$1.54M – 165
2024
Q3 		$1.54M Hold
64,180
– – 0.27% 84
2024
Q2 		$1.54M Hold
64,180
– – 0.29% 83
2024
Q1 		$1.54M Hold
64,180
– – 0.31% 79
2023
Q4 		$1.53M Buy
+64,180
New +$1.53M 0.24% 111

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

Advisory Research's IBTE Position: Q4 2024 in Review

Advisory Research sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 64,180 shares — an estimated $1.54M sold.

Advisory Research first reported a position in IBTE in Q4 2023 and held it in 4 quarters. The position peaked at $1.54M in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Advisory Research reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Advisory Research sold 64,180 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $1.54M.
  • Advisory Research first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2023 and held it in 4 quarters.
  • Advisory Research's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $1.54M in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Advisory Research's 13F filing for Q4 2024, filed 13 Feb 2025.