AIM
IBTE

Arcadia Investment Management’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Arcadia Investment Management’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
-6,500
Closed -$156K – 326
2024
Q3 		$156K Hold
6,500
– – 0.03% 137
2024
Q2 		$156K Hold
6,500
– – 0.03% 134
2024
Q1 		$156K Hold
6,500
– – 0.03% 134
2023
Q4 		$155K Hold
6,500
– – 0.03% 141
2023
Q3 		$155K Hold
6,500
– – 0.03% 135
2023
Q2 		$155K Hold
6,500
– – 0.03% 140
2023
Q1 		$156K Hold
6,500
– – 0.03% 150
2022
Q4 		$155K Hold
6,500
– – 0.04% 144
2022
Q3 		$156K Hold
6,500
– – 0.04% 131
2022
Q2 		$159K Hold
6,500
– – 0.04% 136
2022
Q1 		$160K Hold
6,500
– – 0.03% 142
2021
Q4 		$165K Hold
6,500
– – 0.03% 151
2021
Q3 		$167K Buy
6,500
+2,500
+63% +$64.3K 0.03% 145
2021
Q2 		$103K Buy
4,000
+2,000
+100% +$51.5K 0.02% 169
2021
Q1 		$51K Buy
+2,000
New +$51.6K 0.01% 196

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 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

Arcadia Investment Management's IBTE Position: Q4 2024 in Review

Arcadia Investment Management sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 6,500 shares — an estimated $156K sold.

Arcadia Investment Management first reported a position in IBTE in Q1 2021 and held it in 15 quarters. The position peaked at $167K in Q3 2021. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Arcadia Investment Management reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Arcadia Investment Management sold 6,500 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $156K.
  • Arcadia Investment Management first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q1 2021 and held it in 15 quarters.
  • Arcadia Investment Management's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $167K in Q3 2021.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Arcadia Investment Management's 13F filing for Q4 2024, filed 3 Feb 2025.