IA
IBTE

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

IFG 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
-196,296
Closed -$4.71M – 688
2024
Q3 		$4.71M Buy
196,296
+12,230
+7% +$293K 0.3% 95
2024
Q2 		$4.41M Sell
184,066
-30,739
-14% -$735K 0.28% 93
2024
Q1 		$5.14M Sell
214,805
-37,901
-15% -$906K 0.38% 73
2023
Q4 		$6.03M Buy
252,706
+152,911
+153% +$3.64M 0.44% 49
2023
Q3 		$2.38M Buy
99,795
+11,956
+14% +$284K 0.2% 134
2023
Q2 		$2.09M Buy
87,839
+32,709
+59% +$781K 0.19% 158
2023
Q1 		$1.32M Buy
55,130
+37,632
+215% +$899K 0.12% 188
2022
Q4 		$417K Buy
17,498
+3,348
+24% +$79.9K 0.04% 346
2022
Q3 		$338K Buy
+14,150
New +$343K 0.03% 385

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

IFG Advisory's IBTE Position: Q4 2024 in Review

IFG Advisory sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 196,296 shares — an estimated $4.71M sold.

IFG Advisory first reported a position in IBTE in Q3 2022 and held it in 9 quarters. The position peaked at $6.03M in Q4 2023. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • IFG Advisory reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • IFG Advisory sold 196,296 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $4.71M.
  • IFG Advisory first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q3 2022 and held it in 9 quarters.
  • IFG Advisory's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $6.03M in Q4 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

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