Question 1

How many shares of IBTE does ENVESTNET ASSET MANAGEMENT INC own?

Accepted Answer

ENVESTNET ASSET MANAGEMENT INC previously held 0 shares of IBTE (iShares iBonds Dec 2024 Term Tr) before exiting the position in 2024-Q4.

Question 2

What is ENVESTNET ASSET MANAGEMENT INC's IBTE position worth?

Accepted Answer

ENVESTNET ASSET MANAGEMENT INC's IBTE position was last reported at $0 in 2024-Q4 before the exit.

Question 3

Is ENVESTNET ASSET MANAGEMENT INC buying or selling IBTE?

Accepted Answer

In 2024-Q4, ENVESTNET ASSET MANAGEMENT INC exited their IBTE position entirely (-100.0% change in shares).

Question 4

When did ENVESTNET ASSET MANAGEMENT INC first buy IBTE?

Accepted Answer

Based on available 13F filings, ENVESTNET ASSET MANAGEMENT INC first reported a position in IBTE in 2022-Q2. They have held the position across 11 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2024-Q4 Latest	Exited	0	-100.0%	$0	0.0%	$23.73	0
2024-Q3	Decreased	117,673	-31.4%	$2.8M	0.0%	$23.65	0
2024-Q2	Decreased	171,435	-51.9%	$4.1M	0.0%	$23.34	0
2024-Q1	Increased	356,067	+80.0%	$8.5M	0.0%	$23.04	42
2023-Q4	Increased	197,875	+9.8%	$4.7M	0.0%	$22.79	30
2023-Q3	Increased	180,289	+23.4%	$4.3M	0.0%	$22.44	32
2023-Q2	Increased	146,084	+35.9%	$3.5M	0.0%	$22.15	35
2023-Q1	Increased	107,477	+17.6%	$2.6M	0.0%	$22.12	31
2022-Q4	Increased	91,376	+301.0%	$2.2M	0.0%	$21.84	42
2022-Q3	Increased	22,786	+121.5%	$546,000	0.0%	$21.73	39
2022-Q2	New	10,286	-	$251,000	0.0%	$21.97	32

IBTE11 quarters

IBTE
11 quarters