WAS
IBTE

Wealth Advisory Solutions’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Wealth Advisory Solutions’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
-35,318
Closed -$848K – 137
2024
Q3 		$848K Buy
35,318
+488
+1% +$11.7K 0.23% 66
2024
Q2 		$835K Buy
34,830
+1,084
+3% +$25.9K 0.23% 67
2024
Q1 		$808K Buy
+33,746
New +$807K 0.21% 69
2023
Q4 		– Sell
-34,621
Closed -$825K – 115
2023
Q3 		$825K Buy
+34,621
New +$824K 0.16% 78

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

Wealth Advisory Solutions's IBTE Position: Q4 2024 in Review

Wealth Advisory Solutions sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 35,318 shares — an estimated $848K sold.

Wealth Advisory Solutions first reported a position in IBTE in Q3 2023 and held it in 4 quarters. The position peaked at $848K in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Wealth Advisory Solutions reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Wealth Advisory Solutions sold 35,318 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $848K.
  • Wealth Advisory Solutions first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q3 2023 and held it in 4 quarters.
  • Wealth Advisory Solutions's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $848K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Wealth Advisory Solutions's 13F filing for Q4 2024, filed 6 Feb 2025.