TLFA
IBTE

True Link Financial Advisors’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

True Link Financial 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
-37,600
Closed -$902K – 81
2024
Q3 		$902K Sell
37,600
-37,845
-50% -$906K 0.08% 29
2024
Q2 		$1.81M Sell
75,445
-15,748
-17% -$377K 0.17% 19
2024
Q1 		$2.18M Buy
91,193
+4,480
+5% +$107K 0.21% 18
2023
Q4 		$2.07M Buy
86,713
+55,164
+175% +$1.31M 0.22% 18
2023
Q3 		$752K Buy
31,549
+3,916
+14% +$93.2K 0.09% 63
2023
Q2 		$658K Buy
+27,633
New +$660K 0.08% 69

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

True Link Financial Advisors's IBTE Position: Q4 2024 in Review

True Link Financial Advisors sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 37,600 shares — an estimated $902K sold.

True Link Financial Advisors first reported a position in IBTE in Q2 2023 and held it in 6 quarters. The position peaked at $2.18M in Q1 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • True Link Financial Advisors reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • True Link Financial Advisors sold 37,600 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $902K.
  • True Link Financial Advisors first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q2 2023 and held it in 6 quarters.
  • True Link Financial Advisors's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $2.18M in Q1 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on True Link Financial Advisors's 13F filing for Q4 2024, filed 16 Jan 2025.