FFA
IBTE

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

Farther Finance 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
-48,374
Closed -$1.16M – 4177
2024
Q3 		$1.16M Sell
48,374
-16,832
-26% -$403K 0.04% 310
2024
Q2 		$1.56M Buy
65,206
+9,228
+16% +$221K 0.08% 205
2024
Q1 		$1.34M Buy
55,978
+67
+0.1% +$1.6K 0.08% 206
2023
Q4 		$1.33M Buy
55,911
+54,461
+3,756% +$1.3M 0.1% 193
2023
Q3 		$34.6K Hold
1,450
– – 0.01% 911
2023
Q2 		$34.5K Buy
1,450
+986
+213% +$23.5K 0.01% 793
2023
Q1 		$11.1K Buy
+464
New +$11.1K ﹤0.01% 1078

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

Farther Finance Advisors's IBTE Position: Q4 2024 in Review

Farther Finance Advisors sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 48,374 shares — an estimated $1.16M sold.

Farther Finance Advisors first reported a position in IBTE in Q1 2023 and held it in 7 quarters. The position peaked at $1.56M in Q2 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Farther Finance Advisors reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Farther Finance Advisors sold 48,374 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $1.16M.
  • Farther Finance Advisors first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q1 2023 and held it in 7 quarters.
  • Farther Finance Advisors's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $1.56M in Q2 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

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