FHA
IBTE

First Horizon Advisors’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

First Horizon 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
-3,836
Closed -$92.1K – 2383
2024
Q3 		$92.1K Buy
3,836
+21
+0.6% +$503 ﹤0.01% 752
2024
Q2 		$91.5K Buy
3,815
+20
+0.5% +$478 ﹤0.01% 713
2024
Q1 		$90.9K Buy
3,795
+12
+0.3% +$287 ﹤0.01% 714
2023
Q4 		$90.3K Buy
+3,783
New +$90.1K ﹤0.01% 699

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

First Horizon Advisors's IBTE Position: Q4 2024 in Review

First Horizon Advisors sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 3,836 shares — an estimated $92.1K sold.

First Horizon Advisors first reported a position in IBTE in Q4 2023 and held it in 4 quarters. The position peaked at $92.1K in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • First Horizon Advisors reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • First Horizon Advisors sold 3,836 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $92.1K.
  • First Horizon Advisors first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2023 and held it in 4 quarters.
  • First Horizon Advisors's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $92.1K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on First Horizon Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.