Cambridge Investment Research Advisors
IBTE

Cambridge Investment Research Advisors’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Cambridge Investment Research 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
-317,873
Closed -$7.63M – 3620
2024
Q3 		$7.63M Sell
317,873
-453,116
-59% -$10.8M 0.03% 605
2024
Q2 		$18.5M Sell
770,989
-16,466
-2% -$394K 0.07% 277
2024
Q1 		$18.9M Buy
787,455
+92,188
+13% +$2.2M 0.07% 267
2023
Q4 		$16.6M Buy
695,267
+399,823
+135% +$9.53M 0.07% 273
2023
Q3 		$7.04M Buy
295,444
+32,475
+12% +$773K 0.03% 503
2023
Q2 		$6.26M Buy
262,969
+35,503
+16% +$848K 0.03% 557
2023
Q1 		$5.46M Buy
227,466
+98,700
+77% +$2.36M 0.03% 589
2022
Q4 		$3.07M Buy
128,766
+94,102
+271% +$2.25M 0.02% 848
2022
Q3 		$830K Buy
+34,664
New +$841K ﹤0.01% 1602

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Cambridge Investment Research Advisors's IBTE Position: Q4 2024 in Review

Cambridge Investment Research Advisors sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 317,873 shares — an estimated $7.63M sold.

Cambridge Investment Research Advisors first reported a position in IBTE in Q3 2022 and held it in 9 quarters. The position peaked at $18.9M in Q1 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Cambridge Investment Research Advisors reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 317,873 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $7.63M.
  • Cambridge Investment Research Advisors first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q3 2022 and held it in 9 quarters.
  • Cambridge Investment Research Advisors's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $18.9M in Q1 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.