Wealth Enhancement Advisory Services
IBTE

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

Wealth Enhancement Advisory Services’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
-14,308
Closed -$343K – 3145
2024
Q3 		$343K Sell
14,308
-343
-2% -$8.21K ﹤0.01% 2078
2024
Q2 		$351K Hold
14,651
– – ﹤0.01% 1875
2024
Q1 		$351K Sell
14,651
-2,608
-15% -$62.3K ﹤0.01% 1818
2023
Q4 		$412K Buy
17,259
+2,561
+17% +$61K ﹤0.01% 1630
2023
Q3 		$350K Buy
+14,698
New +$350K ﹤0.01% 1641

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 Enhancement Advisory Services's IBTE Position: Q4 2024 in Review

Wealth Enhancement Advisory Services sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 14,308 shares — an estimated $343K sold.

Wealth Enhancement Advisory Services first reported a position in IBTE in Q3 2023 and held it in 5 quarters. The position peaked at $412K in Q4 2023. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Wealth Enhancement Advisory Services reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 14,308 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $343K.
  • Wealth Enhancement Advisory Services first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q3 2023 and held it in 5 quarters.
  • Wealth Enhancement Advisory Services's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $412K in Q4 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2024, filed 10 Jan 2025.