Horizon Advisory Services’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Horizon Advisory Services’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	-723,427	Closed	-$17.4M	–	66
2024 Q3	$17.4M	Buy	723,427 +15,071	+2%	+$361K	7.92%	9
2024 Q2	$17M	Buy	708,356 +22,567	+3%	+$540K	8.13%	8
2024 Q1	$16.4M	Buy	+685,789	New	+$16.4M	7.65%	8

Other funds holding IBTE

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Horizon Advisory Services's IBTE Position: Q4 2024 in Review

Horizon Advisory Services sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 723,427 shares — an estimated $17.4M sold.

Horizon Advisory Services first reported a position in IBTE in Q1 2024 and held it in 3 quarters. The position peaked at $17.4M in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

Horizon Advisory Services reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
Horizon Advisory Services sold 723,427 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $17.4M.
Horizon Advisory Services first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q1 2024 and held it in 3 quarters.
Horizon Advisory Services's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $17.4M in Q3 2024.
5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Horizon Advisory Services's 13F filing for Q4 2024, filed 4 Feb 2025.