KFI
IBTE

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

Key Financial 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
-168
Closed -$4.03K – 1405
2024
Q3 		$4.03K Hold
168
– – ﹤0.01% 1020
2024
Q2 		$4.03K Hold
168
– – ﹤0.01% 1009
2024
Q1 		$4.02K Hold
168
– – ﹤0.01% 1003
2023
Q4 		$4.01K Hold
168
– – ﹤0.01% 997
2023
Q3 		$4K Buy
+168
New +$4K ﹤0.01% 983

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

Key Financial Inc's IBTE Position: Q4 2024 in Review

Key Financial Inc sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 168 shares — an estimated $4.03K sold.

Key Financial Inc first reported a position in IBTE in Q3 2023 and held it in 5 quarters. The position peaked at $4.03K in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Key Financial Inc reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Key Financial Inc sold 168 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $4.03K.
  • Key Financial Inc first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q3 2023 and held it in 5 quarters.
  • Key Financial Inc's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $4.03K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Key Financial Inc's 13F filing for Q4 2024, filed 31 Jan 2025.