AT
IBTE

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

American Trust’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
-10,436
Closed -$250K – 346
2024
Q3 		$250K Buy
+10,436
New +$250K 0.02% 217

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

American Trust's IBTE Position: Q4 2024 in Review

American Trust sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 10,436 shares — an estimated $250K sold.

American Trust first reported a position in IBTE in Q3 2024 and held it in 1 quarter. The position peaked at $250K in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • American Trust reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • American Trust sold 10,436 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $250K.
  • American Trust first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q3 2024 and held it in 1 quarter.
  • American Trust's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $250K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on American Trust's 13F filing for Q4 2024, filed 18 Feb 2025.