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

Citigroup’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	-40	Closed	-$960	–	5999
2024 Q3	$960	Buy	40 +34	+567%	+$814	﹤0.01%	5453
2024 Q2	$144	Buy	+6	New	+$144	﹤0.01%	5442
2024 Q1	–	Sell	-14	Closed	-$334	–	5890
2023 Q4	$334	Sell	14 -22	-61%	-$524	﹤0.01%	5517
2023 Q3	$858	Buy	36 +32	+800%	+$761	﹤0.01%	5113
2023 Q2	$95	Sell	4 -26	-87%	-$621	﹤0.01%	5457
2023 Q1	$720	Buy	+30	New	+$717	﹤0.01%	5178

Other funds holding IBTE

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Citigroup's IBTE Position: Q4 2024 in Review

Citigroup sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 40 shares — an estimated $960 sold.

Citigroup first reported a position in IBTE in Q1 2023 and held it in 6 quarters. The position peaked at $960 in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

Citigroup reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
Citigroup sold 40 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $960.
Citigroup first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q1 2023 and held it in 6 quarters.
Citigroup's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $960 in Q3 2024.
5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Citigroup's 13F filing for Q4 2024, filed 12 Feb 2025.