SS
IBTE

Sunbelt Securities’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Sunbelt Securities’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
-194
Closed -$4.66K – 1941
2024
Q3 		$4.66K Hold
194
– – ﹤0.01% 1455
2024
Q2 		$4.65K Hold
194
– – ﹤0.01% 1413
2024
Q1 		$4.64K Hold
194
– – ﹤0.01% 1380
2023
Q4 		$4.63K Hold
194
– – ﹤0.01% 1327
2023
Q3 		$4.63K Hold
194
– – ﹤0.01% 1328
2023
Q2 		$4.62K Hold
194
– – ﹤0.01% 1338
2023
Q1 		$4.66K Buy
+194
New +$4.63K ﹤0.01% 1309

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

Sunbelt Securities's IBTE Position: Q4 2024 in Review

Sunbelt Securities sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 194 shares — an estimated $4.66K sold.

Sunbelt Securities first reported a position in IBTE in Q1 2023 and held it in 7 quarters. The position peaked at $4.66K in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Sunbelt Securities reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Sunbelt Securities sold 194 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $4.66K.
  • Sunbelt Securities first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q1 2023 and held it in 7 quarters.
  • Sunbelt Securities's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $4.66K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Sunbelt Securities's 13F filing for Q4 2024, filed 18 Feb 2025.