HighTower Advisors
IBTE

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

HighTower 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
-422,909
Closed -$10.1M – 4106
2024
Q3 		$10.1M Buy
422,909
+1,208
+0.3% +$28.9K 0.01% 745
2024
Q2 		$10.1M Buy
421,701
+4,319
+1% +$103K 0.02% 719
2024
Q1 		$9.99M Sell
417,382
-37,700
-8% -$901K 0.02% 697
2023
Q4 		$10.9M Sell
455,082
-65,982
-13% -$1.57M 0.02% 675
2023
Q3 		$12.4M Sell
521,064
-31,835
-6% -$757K 0.02% 591
2023
Q2 		$13.2M Sell
552,899
-3,563
-0.6% -$85.1K 0.03% 564
2023
Q1 		$13.4M Buy
556,462
+28,331
+5% +$677K 0.03% 528
2022
Q4 		$12.6M Buy
528,131
+69,575
+15% +$1.66M 0.03% 535
2022
Q3 		$11M Buy
458,556
+96,952
+27% +$2.35M 0.03% 535
2022
Q2 		$8.84M Buy
361,604
+69,554
+24% +$1.7M 0.02% 613
2022
Q1 		$7.2M Buy
+292,050
New +$7.32M 0.02% 741

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

HighTower Advisors's IBTE Position: Q4 2024 in Review

HighTower Advisors sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 422,909 shares — an estimated $10.1M sold.

HighTower Advisors first reported a position in IBTE in Q1 2022 and held it in 11 quarters. The position peaked at $13.4M in Q1 2023. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • HighTower Advisors reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • HighTower Advisors sold 422,909 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $10.1M.
  • HighTower Advisors first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q1 2022 and held it in 11 quarters.
  • HighTower Advisors's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $13.4M in Q1 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on HighTower Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.