AAS
IBTE

Avantax Advisory Services’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Avantax Advisory Services’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
-11,844
Closed -$284K – 2289
2024
Q3 		$284K Sell
11,844
-191
-2% -$4.57K ﹤0.01% 1796
2024
Q2 		$289K Buy
+12,035
New +$288K ﹤0.01% 1723
2023
Q4 		– Sell
-13,246
Closed -$316K – 1685
2023
Q3 		$316K Hold
13,246
– – ﹤0.01% 1169
2023
Q2 		$315K Sell
13,246
-4,760
-26% -$114K ﹤0.01% 1159
2023
Q1 		$432K Buy
18,006
+35
+0.2% +$836 0.01% 972
2022
Q4 		$429K Buy
+17,971
New +$429K 0.01% 934

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

Avantax Advisory Services's IBTE Position: Q4 2024 in Review

Avantax Advisory Services sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 11,844 shares — an estimated $284K sold.

Avantax Advisory Services first reported a position in IBTE in Q4 2022 and held it in 6 quarters. The position peaked at $432K in Q1 2023. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Avantax Advisory Services reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 11,844 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $284K.
  • Avantax Advisory Services first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2022 and held it in 6 quarters.
  • Avantax Advisory Services's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $432K in Q1 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Avantax Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.