GI
IBTE

Gradient Investments’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Gradient Investments’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
-210,285
Closed -$5.05M – 331
2024
Q3 		$5.05M Sell
210,285
-20,457
-9% -$490K 0.11% 142
2024
Q2 		$5.53M Sell
230,742
-22,201
-9% -$531K 0.12% 141
2024
Q1 		$6.06M Sell
252,943
-8,189
-3% -$196K 0.14% 130
2023
Q4 		$6.23M Sell
261,132
-4,099
-2% -$97.7K 0.15% 130
2023
Q3 		$6.32M Sell
265,231
-20,913
-7% -$498K 0.17% 129
2023
Q2 		$6.81M Sell
286,144
-543,603
-66% -$13M 0.18% 129
2023
Q1 		$19.9M Buy
829,747
+436,280
+111% +$10.4M 0.54% 48
2022
Q4 		$9.38M Buy
393,467
+95,967
+32% +$2.29M 0.3% 109
2022
Q3 		$7.13M Sell
297,500
-63,332
-18% -$1.54M 0.22% 122
2022
Q2 		$8.81M Buy
+360,832
New +$8.84M 0.26% 111

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Gradient Investments's IBTE Position: Q4 2024 in Review

Gradient Investments sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 210,285 shares — an estimated $5.05M sold.

Gradient Investments first reported a position in IBTE in Q2 2022 and held it in 10 quarters. The position peaked at $19.9M in Q1 2023. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Gradient Investments reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Gradient Investments sold 210,285 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $5.05M.
  • Gradient Investments first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q2 2022 and held it in 10 quarters.
  • Gradient Investments's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $19.9M in Q1 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Gradient Investments's 13F filing for Q4 2024, filed 21 Jan 2025.