BSSFA
IBTE

Baron Silver Stevens Financial Advisors’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Baron Silver Stevens Financial 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
-11,263
Closed -$270K – 132
2024
Q3 		$270K Buy
11,263
+137
+1% +$3.28K 0.05% 100
2024
Q2 		$267K Buy
11,126
+129
+1% +$3.08K 0.05% 99
2024
Q1 		$263K Sell
10,997
-1,047
-9% -$25K 0.05% 105
2023
Q4 		$287K Buy
+12,044
New +$287K 0.06% 86
2023
Q3 		– Sell
-11,940
Closed -$284K – 112
2023
Q2 		$284K Buy
11,940
+948
+9% +$22.6K 0.06% 85
2023
Q1 		$264K Buy
+10,992
New +$263K 0.07% 85

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

Baron Silver Stevens Financial Advisors's IBTE Position: Q4 2024 in Review

Baron Silver Stevens Financial Advisors sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 11,263 shares — an estimated $270K sold.

Baron Silver Stevens Financial Advisors first reported a position in IBTE in Q1 2023 and held it in 6 quarters. The position peaked at $287K in Q4 2023. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Baron Silver Stevens Financial Advisors reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 11,263 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $270K.
  • Baron Silver Stevens Financial Advisors first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q1 2023 and held it in 6 quarters.
  • Baron Silver Stevens Financial Advisors's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $287K in Q4 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.