EIA
IBTE

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

Eldridge 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
-62,298
Closed -$1.49M – 156
2024
Q3 		$1.49M Sell
62,298
-320
-0.5% -$7.66K 0.35% 62
2024
Q2 		$1.5M Sell
62,618
-125,852
-67% -$3.01M 0.38% 61
2024
Q1 		$4.51M Buy
188,470
+3,036
+2% +$72.6K 1.16% 22
2023
Q4 		$4.42M Buy
185,434
+54,290
+41% +$1.29M 1.16% 23
2023
Q3 		$3.12M Buy
131,144
+113,897
+660% +$2.71M 1.03% 24
2023
Q2 		$410K Sell
17,247
-9,955
-37% -$238K 0.13% 96
2023
Q1 		$653K Sell
27,202
-15,292
-36% -$365K 0.23% 73
2022
Q4 		$1.01M Buy
42,494
+9,138
+27% +$218K 0.35% 52
2022
Q3 		$799K Buy
33,356
+14,356
+76% +$348K 0.31% 54
2022
Q2 		$463K Sell
19,000
-40,000
-68% -$980K 0.17% 75
2022
Q1 		$1.45M Buy
59,000
+21,900
+59% +$549K 0.49% 37
2021
Q4 		$944K Buy
+37,100
New +$947K 0.31% 56

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 $1.17B 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

Eldridge Investment Advisors's IBTE Position: Q4 2024 in Review

Eldridge Investment Advisors sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 62,298 shares — an estimated $1.49M sold.

Eldridge Investment Advisors first reported a position in IBTE in Q4 2021 and held it in 12 quarters. The position peaked at $4.51M in Q1 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Eldridge Investment Advisors reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Eldridge Investment Advisors sold 62,298 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $1.49M.
  • Eldridge Investment Advisors first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2021 and held it in 12 quarters.
  • Eldridge Investment Advisors's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $4.51M in Q1 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Eldridge Investment Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.