WANY
IBTE

Wealthspire Advisors (New York)’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Wealthspire Advisors (New York)’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
-131,295
Closed -$3.15M – 843
2024
Q3 		$3.15M Sell
131,295
-23,571
-15% -$564K 0.03% 183
2024
Q2 		$3.71M Sell
154,866
-1,512
-1% -$36.2K 0.05% 138
2024
Q1 		$3.74M Sell
156,378
-5,390
-3% -$129K 0.05% 131
2023
Q4 		$3.86M Buy
161,768
+26,217
+19% +$625K 0.05% 126
2023
Q3 		$3.23M Buy
135,551
+15,988
+13% +$380K 0.05% 128
2023
Q2 		$2.85M Buy
119,563
+9,514
+9% +$227K 0.05% 123
2023
Q1 		$2.64M Buy
110,049
+53,352
+94% +$1.27M 0.05% 127
2022
Q4 		$1.35M Buy
+56,697
New +$1.35M 0.02% 206

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

Wealthspire Advisors (New York)'s IBTE Position: Q4 2024 in Review

Wealthspire Advisors (New York) sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 131,295 shares — an estimated $3.15M sold.

Wealthspire Advisors (New York) first reported a position in IBTE in Q4 2022 and held it in 8 quarters. The position peaked at $3.86M in Q4 2023. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Wealthspire Advisors (New York) reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 131,295 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $3.15M.
  • Wealthspire Advisors (New York) first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2022 and held it in 8 quarters.
  • Wealthspire Advisors (New York)'s iShares iBonds Dec 2024 Term Treasury ETF position peaked at $3.86M in Q4 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2024, filed 4 Feb 2025.