AIC
IBTE

Archer Investment Corporation’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Archer Investment Corporation’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
-162,019
Closed -$3.89M – 1138
2024
Q3 		$3.89M Sell
162,019
-3,035
-2% -$72.7K 1.04% 17
2024
Q2 		$3.96M Buy
165,054
+4,553
+3% +$109K 1.16% 16
2024
Q1 		$3.84M Buy
160,501
+9,137
+6% +$218K 1.16% 16
2023
Q4 		$3.61M Buy
151,364
+85,672
+130% +$2.04M 1.16% 16
2023
Q3 		$1.57M Buy
65,692
+21,027
+47% +$500K 0.55% 41
2023
Q2 		$1.06M Buy
44,665
+41,301
+1,228% +$986K 0.38% 62
2023
Q1 		$80.8K Buy
3,364
+2,629
+358% +$62.8K 0.03% 314
2022
Q4 		$17.5K Buy
+735
New +$17.5K 0.01% 484

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 $1.31B AUM 24.92% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Archer Investment Corporation's IBTE Position: Q4 2024 in Review

Archer Investment Corporation sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 162,019 shares — an estimated $3.89M sold.

Archer Investment Corporation first reported a position in IBTE in Q4 2022 and held it in 8 quarters. The position peaked at $3.96M in Q2 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Archer Investment Corporation reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Archer Investment Corporation sold 162,019 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $3.89M.
  • Archer Investment Corporation first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2022 and held it in 8 quarters.
  • Archer Investment Corporation's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $3.96M in Q2 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Archer Investment Corporation's 13F filing for Q4 2024, filed 28 Jan 2025.