Empower Advisory Group
IBTE

Empower Advisory Group’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Empower Advisory Group’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
-10,464
Closed -$251K – 522
2024
Q3 		$251K Hold
10,464
– – ﹤0.01% 438
2024
Q2 		$251K Buy
+10,464
New +$250K ﹤0.01% 434

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

Empower Advisory Group's IBTE Position: Q4 2024 in Review

Empower Advisory Group sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 10,464 shares — an estimated $251K sold.

Empower Advisory Group first reported a position in IBTE in Q2 2024 and held it in 2 quarters. The position peaked at $251K in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Empower Advisory Group reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Empower Advisory Group sold 10,464 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $251K.
  • Empower Advisory Group first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q2 2024 and held it in 2 quarters.
  • Empower Advisory Group's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $251K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Empower Advisory Group's 13F filing for Q4 2024, filed 31 Jan 2025.