MML Investors Services
IBTE

MML Investors Services’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

MML Investors 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
-138,033
Closed -$3.31M – 2756
2024
Q3 		$3.31M Buy
138,033
+1,981
+1% +$47.4K 0.01% 860
2024
Q2 		$3.26M Sell
136,052
-21,290
-14% -$509K 0.01% 811
2024
Q1 		$3.77M Buy
157,342
+8,495
+6% +$203K 0.02% 764
2023
Q4 		$3.55M Buy
148,847
+16,771
+13% +$400K 0.02% 745
2023
Q3 		$3.15M Buy
132,076
+10,590
+9% +$252K 0.02% 707
2023
Q2 		$2.89M Buy
121,486
+18,337
+18% +$438K 0.02% 747
2023
Q1 		$2.48M Buy
+103,149
New +$2.46M 0.02% 696

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

MML Investors Services's IBTE Position: Q4 2024 in Review

MML Investors Services sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 138,033 shares — an estimated $3.31M sold.

MML Investors Services first reported a position in IBTE in Q1 2023 and held it in 7 quarters. The position peaked at $3.77M in Q1 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • MML Investors Services reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • MML Investors Services sold 138,033 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $3.31M.
  • MML Investors Services first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q1 2023 and held it in 7 quarters.
  • MML Investors Services's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $3.77M in Q1 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

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