Ameriprise
IBTE

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

Ameriprise’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
-109,451
Closed -$2.63M – 4181
2024
Q3 		$2.63M Sell
109,451
-76,712
-41% -$1.84M ﹤0.01% 2767
2024
Q2 		$4.47M Sell
186,163
-126,601
-40% -$3.03M ﹤0.01% 2390
2024
Q1 		$7.49M Buy
312,764
+7,842
+3% +$187K ﹤0.01% 2047
2023
Q4 		$7.27M Buy
304,922
+257,933
+549% +$6.15M ﹤0.01% 2054
2023
Q3 		$1.12M Buy
46,989
+27,419
+140% +$652K ﹤0.01% 3086
2023
Q2 		$466K Buy
+19,570
New +$467K ﹤0.01% 3463

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

Ameriprise's IBTE Position: Q4 2024 in Review

Ameriprise sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 109,451 shares — an estimated $2.63M sold.

Ameriprise first reported a position in IBTE in Q2 2023 and held it in 6 quarters. The position peaked at $7.49M in Q1 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Ameriprise reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Ameriprise sold 109,451 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $2.63M.
  • Ameriprise first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q2 2023 and held it in 6 quarters.
  • Ameriprise's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $7.49M in Q1 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Ameriprise's 13F filing for Q4 2024, filed 14 Feb 2025.