SG
IBTE

StoneX Group’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

StoneX Group’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
-20,287
Closed -$487K – 941
2024
Q3 		$487K Buy
20,287
+11,292
+126% +$270K 0.22% 129
2024
Q2 		$216K Sell
8,995
-4,232
-32% -$101K 0.1% 284
2024
Q1 		$317K Buy
13,227
+4,086
+45% +$97.7K 0.16% 175
2023
Q4 		$218K Buy
+9,141
New +$218K 0.12% 261

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

StoneX Group's IBTE Position: Q4 2024 in Review

StoneX Group sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 20,287 shares — an estimated $487K sold.

StoneX Group first reported a position in IBTE in Q4 2023 and held it in 4 quarters. The position peaked at $487K in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • StoneX Group reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • StoneX Group sold 20,287 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $487K.
  • StoneX Group first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2023 and held it in 4 quarters.
  • StoneX Group's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $487K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on StoneX Group's 13F filing for Q4 2024, filed 12 Feb 2025.