CFO
IBTE

CVA Family Office’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

CVA Family Office’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
-2,940
Closed -$70.6K – 1349
2024
Q3 		$70.6K Hold
2,940
– – 0.01% 443
2024
Q2 		$70.5K Hold
2,940
– – 0.01% 425
2024
Q1 		$70.4K Hold
2,940
– – 0.01% 420
2023
Q4 		$70.1K Buy
+2,940
New +$70.1K 0.01% 402

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

CVA Family Office's IBTE Position: Q4 2024 in Review

CVA Family Office sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 2,940 shares — an estimated $70.6K sold.

CVA Family Office first reported a position in IBTE in Q4 2023 and held it in 4 quarters. The position peaked at $70.6K in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • CVA Family Office reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • CVA Family Office sold 2,940 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $70.6K.
  • CVA Family Office first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2023 and held it in 4 quarters.
  • CVA Family Office's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $70.6K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on CVA Family Office's 13F filing for Q4 2024, filed 7 Jan 2025.