GT
IBTE

Glenview Trust’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Glenview Trust’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
-8,400
Closed -$202K – 500
2024
Q3 		$202K Hold
8,400
– – ﹤0.01% 468
2024
Q2 		$201K Hold
8,400
– – ﹤0.01% 455
2024
Q1 		$201K Hold
8,400
– – ﹤0.01% 463
2023
Q4 		$200K Hold
8,400
– – ﹤0.01% 458
2023
Q3 		$200K Buy
+8,400
New +$200K 0.01% 438
2023
Q2 		– Sell
-8,400
Closed -$202K – 469
2023
Q1 		$202K Buy
+8,400
New +$201K 0.01% 438

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

Glenview Trust's IBTE Position: Q4 2024 in Review

Glenview Trust sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 8,400 shares — an estimated $202K sold.

Glenview Trust first reported a position in IBTE in Q1 2023 and held it in 6 quarters. The position peaked at $202K in Q1 2023. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Glenview Trust reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Glenview Trust sold 8,400 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $202K.
  • Glenview Trust first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q1 2023 and held it in 6 quarters.
  • Glenview Trust's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $202K in Q1 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Glenview Trust's 13F filing for Q4 2024, filed 10 Feb 2025.