MAS
IBTE

Madden Advisory Services’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Madden Advisory Services’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
-19,808
Closed -$475K – 102
2024
Q3 		$475K Buy
19,808
+1,015
+5% +$24.3K 0.22% 69
2024
Q2 		$451K Buy
18,793
+237
+1% +$5.67K 0.23% 66
2024
Q1 		$444K Buy
18,556
+281
+2% +$6.72K 0.23% 64
2023
Q4 		$436K Buy
+18,275
New +$435K 0.25% 62

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

Madden Advisory Services's IBTE Position: Q4 2024 in Review

Madden Advisory Services sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 19,808 shares — an estimated $475K sold.

Madden Advisory Services first reported a position in IBTE in Q4 2023 and held it in 4 quarters. The position peaked at $475K in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Madden Advisory Services reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Madden Advisory Services sold 19,808 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $475K.
  • Madden Advisory Services first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2023 and held it in 4 quarters.
  • Madden Advisory Services's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $475K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Madden Advisory Services's 13F filing for Q4 2024, filed 13 Feb 2025.