BPA
IBTE

Beacon Pointe Advisors’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Beacon Pointe 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
-16,881
Closed -$405K – 1291
2024
Q3 		$405K Sell
16,881
-15,445
-48% -$370K ﹤0.01% 923
2024
Q2 		$775K Sell
32,326
-38,548
-54% -$922K 0.01% 713
2024
Q1 		$1.7M Buy
70,874
+1,283
+2% +$30.7K 0.02% 532
2023
Q4 		$1.66M Buy
69,591
+6,268
+10% +$149K 0.02% 525
2023
Q3 		$1.51M Buy
63,323
+9,323
+17% +$222K 0.02% 526
2023
Q2 		$1.29M Buy
54,000
+39,203
+265% +$936K 0.02% 465
2023
Q1 		$355K Buy
14,797
+1,282
+9% +$30.6K 0.01% 866
2022
Q4 		$322K Buy
+13,515
New +$323K 0.01% 841

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

Beacon Pointe Advisors's IBTE Position: Q4 2024 in Review

Beacon Pointe Advisors sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 16,881 shares — an estimated $405K sold.

Beacon Pointe Advisors first reported a position in IBTE in Q4 2022 and held it in 8 quarters. The position peaked at $1.7M in Q1 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Beacon Pointe Advisors reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Beacon Pointe Advisors sold 16,881 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $405K.
  • Beacon Pointe Advisors first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2022 and held it in 8 quarters.
  • Beacon Pointe Advisors's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $1.7M in Q1 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Beacon Pointe Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.