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

OneDigital Investment 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	-9,994	Closed	-$240K	–	1536
2024 Q3	$240K	Buy	9,994 +266	+3%	+$6.37K	﹤0.01%	1271
2024 Q2	$233K	Buy	+9,728	New	+$233K	﹤0.01%	1224

Other funds holding IBTE

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

OneDigital Investment Advisors's IBTE Position: Q4 2024 in Review

OneDigital Investment Advisors sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 9,994 shares — an estimated $240K sold.

OneDigital Investment Advisors first reported a position in IBTE in Q2 2024 and held it in 2 quarters. The position peaked at $240K in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

OneDigital Investment Advisors reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
OneDigital Investment Advisors sold 9,994 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $240K.
OneDigital Investment Advisors first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q2 2024 and held it in 2 quarters.
OneDigital Investment Advisors's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $240K in Q3 2024.
5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on OneDigital Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.