SPIA
IBTE

Steward Partners Investment Advisory’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Steward Partners Investment Advisory’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
-399,950
Closed -$9.6M – 4128
2024
Q3 		$9.6M Sell
399,950
-30,939
-7% -$741K 0.09% 221
2024
Q2 		$10.3M Buy
430,889
+10,950
+3% +$262K 0.11% 186
2024
Q1 		$10.1M Buy
419,939
+28,319
+7% +$677K 0.11% 193
2023
Q4 		$9.34M Buy
391,620
+351,198
+869% +$8.37M 0.13% 169
2023
Q3 		$964K Sell
40,422
-269
-0.7% -$6.4K 0.01% 686
2023
Q2 		$968K Sell
40,691
-5,632
-12% -$134K 0.01% 698
2023
Q1 		$1.11M Sell
46,323
-2,329
-5% -$55.6K 0.02% 659
2022
Q4 		$1.16M Buy
+48,652
New +$1.16M 0.02% 615

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

Steward Partners Investment Advisory's IBTE Position: Q4 2024 in Review

Steward Partners Investment Advisory sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 399,950 shares — an estimated $9.6M sold.

Steward Partners Investment Advisory first reported a position in IBTE in Q4 2022 and held it in 8 quarters. The position peaked at $10.3M in Q2 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Steward Partners Investment Advisory reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 399,950 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $9.6M.
  • Steward Partners Investment Advisory first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2022 and held it in 8 quarters.
  • Steward Partners Investment Advisory's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $10.3M in Q2 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2024, filed 6 Feb 2025.