Commonwealth Equity Services
IBTE

Commonwealth Equity Services’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Commonwealth Equity Services’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
-497,623
Closed -$11.9M – 4246
2024
Q3 		$11.9M Sell
497,623
-20,367
-4% -$488K 0.02% 743
2024
Q2 		$12.4M Sell
517,990
-14,310
-3% -$342K 0.02% 712
2024
Q1 		$12.7M Sell
532,300
-36,806
-6% -$880K 0.02% 673
2023
Q4 		$13.6M Sell
569,106
-242,077
-30% -$5.77M 0.02% 596
2023
Q3 		$19.3M Buy
811,183
+15,605
+2% +$371K 0.04% 426
2023
Q2 		$18.9M Buy
795,578
+213,959
+37% +$5.11M 0.04% 436
2023
Q1 		$14K Buy
581,619
+8,363
+1% +$200K 0.03% 532
2022
Q4 		$13.7M Buy
573,256
+527,322
+1,148% +$12.6M 0.03% 503
2022
Q3 		$1.1M Buy
+45,934
New +$1.11M ﹤0.01% 1826

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

Commonwealth Equity Services's IBTE Position: Q4 2024 in Review

Commonwealth Equity Services sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 497,623 shares — an estimated $11.9M sold.

Commonwealth Equity Services first reported a position in IBTE in Q3 2022 and held it in 9 quarters. The position peaked at $19.3M in Q3 2023. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Commonwealth Equity Services reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Commonwealth Equity Services sold 497,623 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $11.9M.
  • Commonwealth Equity Services first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q3 2022 and held it in 9 quarters.
  • Commonwealth Equity Services's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $19.3M in Q3 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Commonwealth Equity Services's 13F filing for Q4 2024, filed 10 Feb 2025.