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

IFP 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
2025 Q1	–	Sell	-140,411	Closed	-$3.35M	–	4692
2024 Q4	$3.35M	Sell	140,411 -143,430	-51%	-$3.43M	0.11%	201
2024 Q3	$6.81M	Sell	283,841 -25,897	-8%	-$620K	0.25%	86
2024 Q2	$7.43M	Sell	309,738 -53,943	-15%	-$1.29M	0.29%	68
2024 Q1	$8.71M	Sell	363,681 -53,851	-13%	-$1.29M	0.38%	55
2023 Q4	$9.96M	Buy	417,532 +6,435	+2%	+$153K	0.47%	45
2023 Q3	$9.8M	Sell	411,097 -54,909	-12%	-$1.31M	0.44%	51
2023 Q2	$11.1M	Sell	466,006 -29,786	-6%	-$711K	0.46%	43
2023 Q1	$12.5M	Buy	495,792 +45,453	+10%	+$1.09M	0.54%	32
2022 Q4	$11.3M	Buy	450,339 +424,211	+1,624%	+$10.1M	0.3%	60
2022 Q3	$656K	Buy	+26,128	New	+$634K	0.02%	799

IFP Advisors's IBTE Position: Q1 2025 in Review

IFP Advisors sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q1 2025, closing a stake of 140,411 shares — an estimated $3.35M sold.

IFP Advisors first reported a position in IBTE in Q3 2022 and held it in 10 quarters. The position peaked at $12.5M in Q1 2023. 0 funds tracked by Wall St. Rank hold IBTE as of Q1 2025.

IFP Advisors reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
IFP Advisors sold 140,411 iShares iBonds Dec 2024 Term Treasury ETF shares in Q1 2025, an estimated $3.35M.
IFP Advisors first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q3 2022 and held it in 10 quarters.
IFP Advisors's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $12.5M in Q1 2023.
0 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q1 2025.

Based on IFP Advisors's 13F filing for Q1 2025, filed 5 May 2025.