AI
IBTE

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

Atria Investments’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
-9,988
Closed -$240K – 2022
2024
Q3 		$240K Buy
+9,988
New +$239K ﹤0.01% 1731
2023
Q2 		– Sell
-57,768
Closed -$1.39M – 899
2023
Q1 		$1.39M Buy
+57,768
New +$1.38M 0.03% 677

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

Atria Investments's IBTE Position: Q4 2024 in Review

Atria Investments sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 9,988 shares — an estimated $240K sold.

Atria Investments first reported a position in IBTE in Q1 2023 and held it in 2 quarters. The position peaked at $1.39M in Q1 2023. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Atria Investments reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Atria Investments sold 9,988 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $240K.
  • Atria Investments first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q1 2023 and held it in 2 quarters.
  • Atria Investments's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $1.39M in Q1 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Atria Investments's 13F filing for Q4 2024, filed 6 Feb 2025.