MA
IBTE

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

MKT 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
-367,015
Closed -$8.77M – 160
2024
Q3 		$8.77M Buy
367,015
+35,151
+11% +$842K 4.11% 6
2024
Q2 		$7.93M Buy
331,864
+64,886
+24% +$1.55M 3.95% 6
2024
Q1 		$6.38M Buy
266,978
+176,550
+195% +$4.22M 3.5% 5
2023
Q4 		$2.16M Buy
90,428
+54,531
+152% +$1.3M 1.42% 10
2023
Q3 		$853K Buy
35,897
+24,194
+207% +$576K 0.65% 25
2023
Q2 		$279K Buy
+11,703
New +$279K 0.2% 100

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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

MKT Advisors's IBTE Position: Q4 2024 in Review

MKT Advisors sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 367,015 shares — an estimated $8.77M sold.

MKT Advisors first reported a position in IBTE in Q2 2023 and held it in 6 quarters. The position peaked at $8.77M in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • MKT Advisors reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • MKT Advisors sold 367,015 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $8.77M.
  • MKT Advisors first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q2 2023 and held it in 6 quarters.
  • MKT Advisors's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $8.77M in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on MKT Advisors's 13F filing for Q4 2024, filed 21 Jan 2025.