Question 1

How many shares of IBTE does Allworth Financial LP own?

Accepted Answer

Allworth Financial LP previously held 0 shares of IBTE (iShares iBonds Dec 2024 Term Tr) before exiting the position in 2024-Q4.

Question 2

What is Allworth Financial LP's IBTE position worth?

Accepted Answer

Allworth Financial LP's IBTE position was last reported at $0 in 2024-Q4 before the exit.

Question 3

Is Allworth Financial LP buying or selling IBTE?

Accepted Answer

In 2024-Q4, Allworth Financial LP exited their IBTE position entirely (-100.0% change in shares).

Question 4

When did Allworth Financial LP first buy IBTE?

Accepted Answer

Based on available 13F filings, Allworth Financial LP first reported a position in IBTE in 2022-Q3. They have held the position across 10 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	94,205	-22.4%	$2.3M	0.0%	$23.65	0
2024-Q2	Increased	121,338	+6.3%	$2.9M	0.0%	$23.34	28
2024-Q1	Decreased	114,155	-2.3%	$2.7M	0.0%	$23.04	0
2023-Q4	Decreased	116,820	-3.4%	$2.8M	0.0%	$22.79	0
2023-Q3	Increased	120,909	+6.3%	$2.9M	0.0%	$22.44	28
2023-Q2	Decreased	113,735	-0.5%	$2.7M	0.0%	$22.15	0
2023-Q1	Increased	114,300	+9.2%	$2.7M	0.0%	$22.12	29
2022-Q4	Increased	104,650	+2080.2%	$2.5M	0.0%	$21.84	42
2022-Q3	New	4,800	-	$115,000	0.0%	$21.73	30

IBTE10 quarters

IBTE
10 quarters