HF
IBTE

HRT Financial’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

HRT Financial’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
-160,322
Closed -$3.85M – 3461
2024
Q3 		$3.85M Buy
+160,322
New +$3.84M 0.02% 576
2023
Q3 		– Sell
-87,202
Closed -$2.08M – 3270
2023
Q2 		$2.08M Buy
87,202
+2,050
+2% +$49K 0.02% 600
2023
Q1 		$2.04M Buy
+85,152
New +$2.03M 0.02% 584

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

HRT Financial's IBTE Position: Q4 2024 in Review

HRT Financial sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 160,322 shares — an estimated $3.85M sold.

HRT Financial first reported a position in IBTE in Q1 2023 and held it in 3 quarters. The position peaked at $3.85M in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • HRT Financial reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • HRT Financial sold 160,322 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $3.85M.
  • HRT Financial first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q1 2023 and held it in 3 quarters.
  • HRT Financial's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $3.85M in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on HRT Financial's 13F filing for Q4 2024, filed 14 Feb 2025.