RF
IBTE

Robbins Farley’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Robbins Farley’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
-1,335
Closed -$32K – 164
2024
Q3 		$32K Hold
1,335
– – 0.02% 86
2024
Q2 		$32K Hold
1,335
– – 0.02% 86
2024
Q1 		$32K Hold
1,335
– – 0.02% 89
2023
Q4 		$31.9K Hold
1,335
– – 0.02% 86
2023
Q3 		$31.8K Buy
1,335
+501
+60% +$11.9K 0.02% 85
2023
Q2 		$19.9K Sell
834
-501
-38% -$12K 0.01% 92
2023
Q1 		$32.1K Hold
1,335
– – 0.02% 84
2022
Q4 		$31.8K Buy
+1,335
New +$31.9K 0.02% 79

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

Robbins Farley's IBTE Position: Q4 2024 in Review

Robbins Farley sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 1,335 shares — an estimated $32K sold.

Robbins Farley first reported a position in IBTE in Q4 2022 and held it in 8 quarters. The position peaked at $32.1K in Q1 2023. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Robbins Farley reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Robbins Farley sold 1,335 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $32K.
  • Robbins Farley first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2022 and held it in 8 quarters.
  • Robbins Farley's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $32.1K in Q1 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Robbins Farley's 13F filing for Q4 2024, filed 27 Jan 2025.