CSIA
IBTE

Conrad Siegel Investment Advisors’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Conrad Siegel Investment 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
-10,703
Closed -$257K – 47
2024
Q3 		$257K Sell
10,703
-13,676
-56% -$327K 0.07% 38
2024
Q2 		$585K Sell
24,379
-4,473
-16% -$107K 0.17% 30
2024
Q1 		$691K Buy
28,852
+18,763
+186% +$448K 0.2% 26
2023
Q4 		$241K Buy
10,089
+142
+1% +$3.38K 0.11% 29
2023
Q3 		$237K Buy
9,947
+801
+9% +$19.1K 0.12% 28
2023
Q2 		$218K Sell
9,146
-5,197
-36% -$124K 0.17% 24
2023
Q1 		$344K Buy
14,343
+99
+0.7% +$2.37K 0.31% 21
2022
Q4 		$340K Buy
+14,244
New +$340K 0.34% 21

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

Conrad Siegel Investment Advisors's IBTE Position: Q4 2024 in Review

Conrad Siegel Investment Advisors sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 10,703 shares — an estimated $257K sold.

Conrad Siegel Investment Advisors first reported a position in IBTE in Q4 2022 and held it in 8 quarters. The position peaked at $691K in Q1 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Conrad Siegel Investment Advisors reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Conrad Siegel Investment Advisors sold 10,703 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $257K.
  • Conrad Siegel Investment Advisors first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2022 and held it in 8 quarters.
  • Conrad Siegel Investment Advisors's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $691K in Q1 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

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