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IBTE

Atwater Malick’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Atwater Malick’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
-20,443
Closed -$491K – 77
2024
Q3 		$491K Sell
20,443
-3,000
-13% -$71.8K 0.16% 53
2024
Q2 		$562K Sell
23,443
-130
-0.6% -$3.11K 0.19% 50
2024
Q1 		$564K Sell
23,573
-315
-1% -$7.53K 0.2% 53
2023
Q4 		$570K Hold
23,888
– – 0.22% 45
2023
Q3 		$569K Sell
23,888
-220
-0.9% -$5.23K 0.25% 42
2023
Q2 		$574K Buy
+24,108
New +$576K 0.25% 43
2022
Q3 		– Sell
-13,194
Closed -$322K – 57
2022
Q2 		$322K Buy
13,194
+3,677
+39% +$90K 0.17% 43
2022
Q1 		$235K Hold
9,517
– – 0.11% 49
2021
Q4 		$242K Buy
9,517
+391
+4% +$9.98K 0.11% 50
2021
Q3 		$234K Buy
9,126
+777
+9% +$20K 0.12% 48
2021
Q2 		$214K Buy
+8,349
New +$215K 0.12% 44

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

Atwater Malick's IBTE Position: Q4 2024 in Review

Atwater Malick sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 20,443 shares — an estimated $491K sold.

Atwater Malick first reported a position in IBTE in Q2 2021 and held it in 11 quarters. The position peaked at $574K in Q2 2023. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Atwater Malick reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Atwater Malick sold 20,443 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $491K.
  • Atwater Malick first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q2 2021 and held it in 11 quarters.
  • Atwater Malick's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $574K in Q2 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Atwater Malick's 13F filing for Q4 2024, filed 15 Jan 2025.