SCA
IBTE

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

Snowden 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
-42,181
Closed -$1.01M – 1275
2024
Q3 		$1.01M Buy
42,181
+9,673
+30% +$232K 0.03% 516
2024
Q2 		$780K Buy
32,508
+1,738
+6% +$41.6K 0.02% 586
2024
Q1 		$737K Buy
30,770
+4,342
+16% +$104K 0.02% 599
2023
Q4 		$631K Buy
26,428
+2,332
+10% +$55.6K 0.02% 594
2023
Q3 		$574K Sell
24,096
-198,552
-89% -$4.72M 0.02% 591
2023
Q2 		$5.3M Buy
222,648
+29,296
+15% +$700K 0.19% 139
2023
Q1 		$4.64M Buy
193,352
+14,225
+8% +$340K 0.18% 144
2022
Q4 		$4.27M Buy
+179,127
New +$4.28M 0.18% 143

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

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

Snowden Capital Advisors sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 42,181 shares — an estimated $1.01M sold.

Snowden Capital Advisors first reported a position in IBTE in Q4 2022 and held it in 8 quarters. The position peaked at $5.3M in Q2 2023. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Snowden Capital Advisors reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Snowden Capital Advisors sold 42,181 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $1.01M.
  • Snowden Capital Advisors first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2022 and held it in 8 quarters.
  • Snowden Capital Advisors's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $5.3M in Q2 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Snowden Capital Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.