CA
IBTE

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

Crewe 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
-3,070
Closed -$73.7K – 816
2024
Q3 		$73.7K Hold
3,070
– – 0.01% 259
2024
Q2 		$73.6K Hold
3,070
– – 0.01% 311
2024
Q1 		$73.5K Hold
3,070
– – 0.01% 317
2023
Q4 		$73.3K Buy
+3,070
New +$73.2K 0.01% 111

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

Crewe Advisors's IBTE Position: Q4 2024 in Review

Crewe Advisors sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 3,070 shares — an estimated $73.7K sold.

Crewe Advisors first reported a position in IBTE in Q4 2023 and held it in 4 quarters. The position peaked at $73.7K in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Crewe Advisors reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Crewe Advisors sold 3,070 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $73.7K.
  • Crewe Advisors first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2023 and held it in 4 quarters.
  • Crewe Advisors's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $73.7K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Crewe Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.