Cerity Partners
IBTE

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

Cerity 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
-44,636
Closed -$1.07M – 2636
2024
Q3 		$1.07M Buy
44,636
+10,645
+31% +$255K ﹤0.01% 1361
2024
Q2 		$815K Buy
33,991
+4,518
+15% +$108K ﹤0.01% 1317
2024
Q1 		$706K Buy
29,473
+3,738
+15% +$89.3K ﹤0.01% 1437
2023
Q4 		$614K Buy
25,735
+2,308
+10% +$55K ﹤0.01% 1186
2023
Q3 		$558K Sell
23,427
-2,076
-8% -$49.4K ﹤0.01% 942
2023
Q2 		$607K Buy
25,503
+13,992
+122% +$334K ﹤0.01% 1099
2023
Q1 		$276K Buy
11,511
+2,087
+22% +$49.9K ﹤0.01% 1561
2022
Q4 		$225K Sell
9,424
-3,600
-28% -$85.9K ﹤0.01% 1275
2022
Q3 		$312K Buy
13,024
+3,600
+38% +$87.3K ﹤0.01% 873
2022
Q2 		$230K Buy
+9,424
New +$231K ﹤0.01% 1023
2022
Q1 		– Sell
-17,532
Closed -$446K – 1137
2021
Q4 		$446K Buy
+17,532
New +$448K 0.01% 625

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

Cerity Partners's IBTE Position: Q4 2024 in Review

Cerity Partners sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 44,636 shares — an estimated $1.07M sold.

Cerity Partners first reported a position in IBTE in Q4 2021 and held it in 11 quarters. The position peaked at $1.07M in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Cerity Partners reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Cerity Partners sold 44,636 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $1.07M.
  • Cerity Partners first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2021 and held it in 11 quarters.
  • Cerity Partners's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $1.07M in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

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