SEIA
IBTE

Signature Estate & Investment Advisors’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Signature Estate & 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
-12,402
Closed -$298K – 569
2024
Q3 		$298K Buy
12,402
+152
+1% +$3.64K 0.01% 404
2024
Q2 		$294K Buy
+12,250
New +$293K 0.01% 395

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

Signature Estate & Investment Advisors's IBTE Position: Q4 2024 in Review

Signature Estate & Investment Advisors sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 12,402 shares — an estimated $298K sold.

Signature Estate & Investment Advisors first reported a position in IBTE in Q2 2024 and held it in 2 quarters. The position peaked at $298K in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Signature Estate & Investment Advisors reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Signature Estate & Investment Advisors sold 12,402 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $298K.
  • Signature Estate & Investment Advisors first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q2 2024 and held it in 2 quarters.
  • Signature Estate & Investment Advisors's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $298K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Signature Estate & Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.