Thrivent Financial for Lutherans
IBTE

Thrivent Financial for Lutherans’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Thrivent Financial for Lutherans’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
-870,916
Closed -$20.9M – 2615
2024
Q3 		$20.9M Buy
870,916
+44,614
+5% +$1.07M 0.04% 457
2024
Q2 		$19.8M Buy
826,302
+55,716
+7% +$1.33M 0.04% 454
2024
Q1 		$18.4M Buy
770,586
+41,250
+6% +$986K 0.04% 486
2023
Q4 		$17.4M Buy
729,336
+542,947
+291% +$12.9M 0.04% 468
2023
Q3 		$4.44M Buy
186,389
+116,912
+168% +$2.78M 0.01% 852
2023
Q2 		$1.65M Buy
69,477
+29,396
+73% +$702K ﹤0.01% 1467
2023
Q1 		$962K Sell
40,081
-30,053
-43% -$718K ﹤0.01% 1810
2022
Q4 		$1.67M Buy
70,134
+40,141
+134% +$958K ﹤0.01% 1374
2022
Q3 		$719K Buy
+29,993
New +$728K ﹤0.01% 1884

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

Thrivent Financial for Lutherans's IBTE Position: Q4 2024 in Review

Thrivent Financial for Lutherans sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 870,916 shares — an estimated $20.9M sold.

Thrivent Financial for Lutherans first reported a position in IBTE in Q3 2022 and held it in 9 quarters. The position peaked at $20.9M in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Thrivent Financial for Lutherans reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Thrivent Financial for Lutherans sold 870,916 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $20.9M.
  • Thrivent Financial for Lutherans first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q3 2022 and held it in 9 quarters.
  • Thrivent Financial for Lutherans's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $20.9M in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Thrivent Financial for Lutherans's 13F filing for Q4 2024, filed 10 Feb 2025.