Financial Engines Advisors
IBTE

Financial Engines Advisors’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Financial Engines 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
-355,594
Closed -$8.53M – 458
2024
Q3 		$8.53M Buy
355,594
+28,257
+9% +$677K 0.02% 92
2024
Q2 		$7.85M Sell
327,337
-62,514
-16% -$1.5M 0.02% 93
2024
Q1 		$9.33M Buy
389,851
+50,049
+15% +$1.2M 0.02% 84
2023
Q4 		$8.11M Buy
+339,802
New +$8.1M 0.02% 83

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

Financial Engines Advisors's IBTE Position: Q4 2024 in Review

Financial Engines Advisors sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 355,594 shares — an estimated $8.53M sold.

Financial Engines Advisors first reported a position in IBTE in Q4 2023 and held it in 4 quarters. The position peaked at $9.33M in Q1 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Financial Engines Advisors reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Financial Engines Advisors sold 355,594 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $8.53M.
  • Financial Engines Advisors first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2023 and held it in 4 quarters.
  • Financial Engines Advisors's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $9.33M in Q1 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Financial Engines Advisors's 13F filing for Q4 2024, filed 12 Feb 2025.