UCB
IBTE

United Community Bank’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

United Community Bank’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
-2,039
Closed -$48.9K – 419
2024
Q3 		$48.9K Hold
2,039
– – 0.02% 283
2024
Q2 		$48.9K Buy
2,039
+43
+2% +$1.03K 0.02% 298
2024
Q1 		$47.8K Buy
+1,996
New +$47.7K 0.02% 279

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 $1.17B 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

United Community Bank's IBTE Position: Q4 2024 in Review

United Community Bank sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 2,039 shares — an estimated $48.9K sold.

United Community Bank first reported a position in IBTE in Q1 2024 and held it in 3 quarters. The position peaked at $48.9K in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • United Community Bank reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • United Community Bank sold 2,039 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $48.9K.
  • United Community Bank first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q1 2024 and held it in 3 quarters.
  • United Community Bank's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $48.9K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on United Community Bank's 13F filing for Q4 2024, filed 7 Feb 2025.