RCA
IBTE

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

Resonant Capital 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
-51,441
Closed -$1.23M – 366
2024
Q3 		$1.23M Hold
51,441
– – 0.09% 137
2024
Q2 		$1.23M Sell
51,441
-17,902
-26% -$428K 0.1% 130
2024
Q1 		$1.66M Sell
69,343
-2,346
-3% -$56.1K 0.14% 120
2023
Q4 		$1.71M Hold
71,689
– – 0.17% 115
2023
Q3 		$1.71M Sell
71,689
-19,069
-21% -$454K 0.18% 102
2023
Q2 		$2.16M Sell
90,758
-6,330
-7% -$151K 0.23% 92
2023
Q1 		$2.33M Buy
97,088
+34,391
+55% +$822K 0.26% 90
2022
Q4 		$1.5M Buy
+62,697
New +$1.5M 0.19% 106

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 $1.17B 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

Resonant Capital Advisors's IBTE Position: Q4 2024 in Review

Resonant Capital Advisors sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 51,441 shares — an estimated $1.23M sold.

Resonant Capital Advisors first reported a position in IBTE in Q4 2022 and held it in 8 quarters. The position peaked at $2.33M in Q1 2023. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Resonant Capital Advisors reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Resonant Capital Advisors sold 51,441 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $1.23M.
  • Resonant Capital Advisors first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2022 and held it in 8 quarters.
  • Resonant Capital Advisors's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $2.33M in Q1 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Resonant Capital Advisors's 13F filing for Q4 2024, filed 24 Jan 2025.