DAS
IBTE

Diversify Advisory Services’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Diversify Advisory 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
-9,728
Closed -$233K – 697
2024
Q3 		$233K Hold
9,728
– – 0.01% 566
2024
Q2 		$233K Buy
+9,728
New +$233K 0.01% 573

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

Diversify Advisory Services's IBTE Position: Q4 2024 in Review

Diversify Advisory Services sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 9,728 shares — an estimated $233K sold.

Diversify Advisory Services first reported a position in IBTE in Q2 2024 and held it in 2 quarters. The position peaked at $233K in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Diversify Advisory Services reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Diversify Advisory Services sold 9,728 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $233K.
  • Diversify Advisory Services first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q2 2024 and held it in 2 quarters.
  • Diversify Advisory Services's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $233K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Diversify Advisory Services's 13F filing for Q4 2024, filed 16 Jan 2025.