LWA
IBTE

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

Lowe Wealth 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
2024
Q4 		– Sell
-94
Closed -$2.26K – 375
2024
Q3 		$2.26K Hold
94
– – ﹤0.01% 277
2024
Q2 		$2.25K Buy
+94
New +$2.25K ﹤0.01% 273

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

Lowe Wealth Advisors's IBTE Position: Q4 2024 in Review

Lowe Wealth Advisors sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 94 shares — an estimated $2.26K sold.

Lowe Wealth Advisors first reported a position in IBTE in Q2 2024 and held it in 2 quarters. The position peaked at $2.26K in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Lowe Wealth Advisors reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Lowe Wealth Advisors sold 94 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $2.26K.
  • Lowe Wealth Advisors first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q2 2024 and held it in 2 quarters.
  • Lowe Wealth Advisors's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $2.26K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Lowe Wealth Advisors's 13F filing for Q4 2024, filed 10 Jan 2025.