APP
IBTE

Avantax Planning Partners’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Avantax Planning Partners’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
-288,678
Closed -$6.93M – 457
2024
Q3 		$6.93M Sell
288,678
-2,672
-0.9% -$64K 0.25% 69
2024
Q2 		$6.99M Buy
291,350
+18,551
+7% +$444K 0.22% 75
2024
Q1 		$6.53M Buy
272,799
+213,537
+360% +$5.1M 0.21% 77
2023
Q4 		$1.41M Sell
59,262
-3,332
-5% -$79.4K 0.05% 145
2023
Q3 		$1.49M Sell
62,594
-341
-0.5% -$8.11K 0.06% 128
2023
Q2 		$1.5M Hold
62,935
– – 0.06% 134
2023
Q1 		$1.51M Buy
62,935
+1,397
+2% +$33.4K 0.06% 127
2022
Q4 		$1.47M Buy
61,538
+6,918
+13% +$165K 0.06% 129
2022
Q3 		$1.31M Buy
+54,620
New +$1.32M 0.06% 123

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 Planning Partners's IBTE Position: Q4 2024 in Review

Avantax Planning Partners sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 288,678 shares — an estimated $6.93M sold.

Avantax Planning Partners first reported a position in IBTE in Q3 2022 and held it in 9 quarters. The position peaked at $6.99M in Q2 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Avantax Planning Partners reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Avantax Planning Partners sold 288,678 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $6.93M.
  • Avantax Planning Partners first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q3 2022 and held it in 9 quarters.
  • Avantax Planning Partners's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $6.99M in Q2 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Avantax Planning Partners's 13F filing for Q4 2024, filed 7 Feb 2025.