AWA
IBTE

Arkadios Wealth Advisors’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Arkadios Wealth Advisors’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
-30,119
Closed -$723K – 1007
2024
Q3 		$723K Buy
30,119
+244
+0.8% +$5.84K 0.04% 413
2024
Q2 		$716K Buy
+29,875
New +$715K 0.05% 360

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

Arkadios Wealth Advisors's IBTE Position: Q4 2024 in Review

Arkadios Wealth Advisors sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 30,119 shares — an estimated $723K sold.

Arkadios Wealth Advisors first reported a position in IBTE in Q2 2024 and held it in 2 quarters. The position peaked at $723K in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Arkadios Wealth Advisors reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 30,119 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $723K.
  • Arkadios Wealth Advisors first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q2 2024 and held it in 2 quarters.
  • Arkadios Wealth Advisors's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $723K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.