AAS
IBTE

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

Ameritas Advisory Services’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
-37,610
Closed -$903K – 935
2024
Q3 		$903K Buy
37,610
+3,965
+12% +$94.9K 0.04% 410
2024
Q2 		$807K Buy
33,645
+4,200
+14% +$100K 0.03% 466
2024
Q1 		$703K Buy
+29,445
New +$704K 0.03% 466
2023
Q4 		– Sell
-16,100
Closed -$383K – 863
2023
Q3 		$383K Buy
+16,100
New +$383K 0.02% 568

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

Ameritas Advisory Services's IBTE Position: Q4 2024 in Review

Ameritas Advisory Services sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 37,610 shares — an estimated $903K sold.

Ameritas Advisory Services first reported a position in IBTE in Q3 2023 and held it in 4 quarters. The position peaked at $903K in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Ameritas Advisory Services reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Ameritas Advisory Services sold 37,610 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $903K.
  • Ameritas Advisory Services first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q3 2023 and held it in 4 quarters.
  • Ameritas Advisory Services's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $903K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Ameritas Advisory Services's 13F filing for Q4 2024, filed 15 Jan 2025.