CA
IBTE

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

Claro 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
-11,967
Closed -$287K – 558
2024
Q3 		$287K Buy
11,967
+140
+1% +$3.35K 0.04% 393
2024
Q2 		$284K Buy
11,827
+137
+1% +$3.28K 0.04% 336
2024
Q1 		$280K Sell
11,690
-168
-1% -$4.01K 0.05% 336
2023
Q4 		$283K Buy
+11,858
New +$283K 0.06% 300

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

Claro Advisors's IBTE Position: Q4 2024 in Review

Claro Advisors sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 11,967 shares — an estimated $287K sold.

Claro Advisors first reported a position in IBTE in Q4 2023 and held it in 4 quarters. The position peaked at $287K in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Claro Advisors reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Claro Advisors sold 11,967 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $287K.
  • Claro Advisors first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2023 and held it in 4 quarters.
  • Claro Advisors's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $287K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Claro Advisors's 13F filing for Q4 2024, filed 13 Jan 2025.