Royal Bank of Canada
IBTE

Royal Bank of Canada’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Royal Bank of Canada’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
-329,671
Closed -$7.91M – 7371
2024
Q3 		$7.91M Sell
329,671
-33,162
-9% -$794K ﹤0.01% 1941
2024
Q2 		$8.7M Sell
362,833
-880,931
-71% -$21.1M ﹤0.01% 1763
2024
Q1 		$29.8M Sell
1,243,764
-181,827
-13% -$4.35M 0.01% 1036
2023
Q4 		$34M Buy
1,425,591
+106,152
+8% +$2.53M 0.01% 964
2023
Q3 		$31.5M Buy
1,319,439
+786,362
+148% +$18.7M 0.01% 918
2023
Q2 		$12.7M Sell
533,077
-9,553
-2% -$228K ﹤0.01% 1425
2023
Q1 		$13M Buy
542,630
+40,681
+8% +$972K ﹤0.01% 1387
2022
Q4 		$12M Sell
501,949
-7,470
-1% -$178K ﹤0.01% 1475
2022
Q3 		$12.2M Buy
509,419
+1,484
+0.3% +$36K ﹤0.01% 1393
2022
Q2 		$12.4M Buy
507,935
+507,345
+85,991% +$12.4M ﹤0.01% 1421
2022
Q1 		$15K Buy
+590
New +$14.8K ﹤0.01% 6773

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

Royal Bank of Canada's IBTE Position: Q4 2024 in Review

Royal Bank of Canada sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 329,671 shares — an estimated $7.91M sold.

Royal Bank of Canada first reported a position in IBTE in Q1 2022 and held it in 11 quarters. The position peaked at $34M in Q4 2023. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Royal Bank of Canada reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Royal Bank of Canada sold 329,671 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $7.91M.
  • Royal Bank of Canada first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q1 2022 and held it in 11 quarters.
  • Royal Bank of Canada's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $34M in Q4 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Royal Bank of Canada's 13F filing for Q4 2024, filed 14 Feb 2025.