William Blair & Company
IBTE

William Blair & Company’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

William Blair & Company’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
-5,151
Closed -$124K – 1897
2024
Q3 		$124K Hold
5,151
– – ﹤0.01% 1514
2024
Q2 		$124K Buy
+5,151
New +$123K ﹤0.01% 1480
2024
Q1 		– Sell
-100
Closed -$2.39K – 1856
2023
Q4 		$2.39K Buy
100
+93
+1,329% +$2.22K ﹤0.01% 1753
2023
Q3 		$167 Sell
7
-24,970
-100% -$594K ﹤0.01% 1789
2023
Q2 		$594K Buy
24,977
+1,985
+9% +$47.4K ﹤0.01% 1000
2023
Q1 		$552K Sell
22,992
-2,949
-11% -$70.5K ﹤0.01% 1012
2022
Q4 		$619K Buy
25,941
+3,671
+16% +$87.6K ﹤0.01% 981
2022
Q3 		$533K Buy
+22,270
New +$540K ﹤0.01% 1016

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

William Blair & Company's IBTE Position: Q4 2024 in Review

William Blair & Company sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 5,151 shares — an estimated $124K sold.

William Blair & Company first reported a position in IBTE in Q3 2022 and held it in 8 quarters. The position peaked at $619K in Q4 2022. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • William Blair & Company reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • William Blair & Company sold 5,151 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $124K.
  • William Blair & Company first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q3 2022 and held it in 8 quarters.
  • William Blair & Company's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $619K in Q4 2022.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on William Blair & Company's 13F filing for Q4 2024, filed 12 Feb 2025.