OSNBOA
IBTE

Old Second National Bank of Aurora’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Old Second National Bank of Aurora’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
-12,670
Closed -$304K – 518
2024
Q3 		$304K Hold
12,670
– – 0.07% 122
2024
Q2 		$304K Sell
12,670
-2,264
-15% -$54.1K 0.08% 121
2024
Q1 		$358K Hold
14,934
– – 0.09% 108
2023
Q4 		$356K Sell
14,934
-300
-2% -$7.15K 0.1% 112
2023
Q3 		$363K Sell
15,234
-450
-3% -$10.7K 0.11% 106
2023
Q2 		$373K Hold
15,684
– – 0.11% 103
2023
Q1 		$377K Sell
15,684
-39,971
-72% -$955K 0.11% 106
2022
Q4 		$1.33M Buy
+55,655
New +$1.33M 0.39% 73

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

Old Second National Bank of Aurora's IBTE Position: Q4 2024 in Review

Old Second National Bank of Aurora sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 12,670 shares — an estimated $304K sold.

Old Second National Bank of Aurora first reported a position in IBTE in Q4 2022 and held it in 8 quarters. The position peaked at $1.33M in Q4 2022. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Old Second National Bank of Aurora reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Old Second National Bank of Aurora sold 12,670 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $304K.
  • Old Second National Bank of Aurora first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2022 and held it in 8 quarters.
  • Old Second National Bank of Aurora's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $1.33M in Q4 2022.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Old Second National Bank of Aurora's 13F filing for Q4 2024, filed 23 Jan 2025.