HIA
IBTE

Harbor Investment Advisory’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Harbor Investment Advisory’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
-2,500
Closed -$60K – 1185
2024
Q3 		$60K Hold
2,500
– – 0.01% 562
2024
Q2 		$60K Hold
2,500
– – 0.01% 548
2024
Q1 		$59.9K Hold
2,500
– – 0.01% 550
2023
Q4 		$59.6K Hold
2,500
– – 0.01% 535
2023
Q3 		$59.6K Hold
2,500
– – 0.01% 511
2023
Q2 		$59.5K Hold
2,500
– – 0.01% 664
2023
Q1 		$60K Hold
2,500
– – 0.01% 655
2022
Q4 		$59.6K Hold
2,500
– – 0.01% 652
2022
Q3 		$60K Hold
2,500
– – 0.01% 631
2022
Q2 		$61K Buy
+2,500
New +$61.2K 0.01% 644

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

Harbor Investment Advisory's IBTE Position: Q4 2024 in Review

Harbor Investment Advisory sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 2,500 shares — an estimated $60K sold.

Harbor Investment Advisory first reported a position in IBTE in Q2 2022 and held it in 10 quarters. The position peaked at $61K in Q2 2022. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Harbor Investment Advisory reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Harbor Investment Advisory sold 2,500 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $60K.
  • Harbor Investment Advisory first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q2 2022 and held it in 10 quarters.
  • Harbor Investment Advisory's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $61K in Q2 2022.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Harbor Investment Advisory's 13F filing for Q4 2024, filed 16 Jan 2025.