I2I
IBTE

Insight 2811 Inc’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Insight 2811 Inc’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
-8,661
Closed -$208K – 95
2024
Q3 		$208K Hold
8,661
– – 0.1% 85
2024
Q2 		$208K Hold
8,661
– – 0.11% 82
2024
Q1 		$207K Sell
8,661
-13,620
-61% -$326K 0.11% 80
2023
Q4 		$532K Sell
22,281
-3,764
-14% -$89.7K 0.29% 39
2023
Q3 		$621K Sell
26,045
-611,581
-96% -$14.5M 0.35% 33
2023
Q2 		$15.2M Sell
637,626
-22,625
-3% -$540K 8.26% 3
2023
Q1 		$15.9M Sell
660,251
-305
-0% -$7.29K 9.8% 3
2022
Q4 		$15.8M Buy
+660,556
New +$15.8M 9.71% 3

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 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

Insight 2811 Inc's IBTE Position: Q4 2024 in Review

Insight 2811 Inc sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 8,661 shares — an estimated $208K sold.

Insight 2811 Inc first reported a position in IBTE in Q4 2022 and held it in 8 quarters. The position peaked at $15.9M in Q1 2023. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Insight 2811 Inc reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Insight 2811 Inc sold 8,661 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $208K.
  • Insight 2811 Inc first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2022 and held it in 8 quarters.
  • Insight 2811 Inc's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $15.9M in Q1 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Insight 2811 Inc's 13F filing for Q4 2024, filed 11 Feb 2025.