ASN
IBTE

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

Advisory Services Network’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
-19,234
Closed -$461K – 1753
2024
Q3 		$461K Hold
19,234
– – 0.01% 1026
2024
Q2 		$461K Sell
19,234
-420
-2% -$10K 0.01% 1026
2024
Q1 		$471K Sell
19,654
-1,221
-6% -$29.2K 0.01% 986
2023
Q4 		$498K Buy
20,875
+2,634
+14% +$62.8K 0.01% 906
2023
Q3 		$435K Buy
18,241
+748
+4% +$17.8K 0.01% 977
2023
Q2 		$416K Buy
17,493
+1,292
+8% +$30.9K 0.01% 996
2023
Q1 		$389K Buy
16,201
+3,862
+31% +$92.3K 0.01% 1026
2022
Q4 		$294K Buy
+12,339
New +$295K 0.01% 1092
2021
Q3 		– Sell
-262
Closed -$7K – 3335
2021
Q2 		$7K Buy
+262
New +$6.75K ﹤0.01% 2975
2021
Q1 		– Sell
-262
Closed -$7K – 3038
2020
Q4 		$7K Hold
262
– – ﹤0.01% 2616
2020
Q3 		$7K Buy
+262
New +$6.81K ﹤0.01% 2661
2020
Q2 		– Sell
-262
Closed -$7K – 2834
2020
Q1 		$7K Buy
+262
New +$6.72K ﹤0.01% 2382

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 Services Network's IBTE Position: Q4 2024 in Review

Advisory Services Network sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 19,234 shares — an estimated $461K sold.

Advisory Services Network first reported a position in IBTE in Q1 2020 and held it in 12 quarters. The position peaked at $498K in Q4 2023. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Advisory Services Network reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Advisory Services Network sold 19,234 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $461K.
  • Advisory Services Network first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q1 2020 and held it in 12 quarters.
  • Advisory Services Network's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $498K in Q4 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

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