LWANC
IBTE

Laurel Wealth Advisors (North Carolina)’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
-6,200
Closed -$149K – 773
2024
Q3 		$149K Sell
6,200
-1,000
-14% -$23.9K 0.02% 200
2024
Q2 		$173K Sell
7,200
-1,600
-18% -$38.3K 0.03% 182
2024
Q1 		$211K Sell
8,800
-1,100
-11% -$26.3K 0.04% 172
2023
Q4 		$236K Buy
9,900
+6,700
+209% +$160K 0.04% 160
2023
Q3 		$76.3K Hold
3,200
– – 0.02% 243
2023
Q2 		$76.2K Buy
+3,200
New +$76.4K 0.02% 252

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 $1.31B AUM 24.92% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s IBTE Position: Q4 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 6,200 shares — an estimated $149K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in IBTE in Q2 2023 and held it in 6 quarters. The position peaked at $236K in Q4 2023. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Laurel Wealth Advisors (North Carolina) reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 6,200 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $149K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q2 2023 and held it in 6 quarters.
  • Laurel Wealth Advisors (North Carolina)'s iShares iBonds Dec 2024 Term Treasury ETF position peaked at $236K in Q4 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q4 2024, filed 14 Jan 2025.