Question 1

How many shares of IBTE does Steward Partners Investment Advisory, LLC own?

Accepted Answer

Steward Partners Investment Advisory, LLC previously held 0 shares of IBTE (iShares iBonds Dec 2024 Term Tr) before exiting the position in 2024-Q4.

Question 2

What is Steward Partners Investment Advisory, LLC's IBTE position worth?

Accepted Answer

Steward Partners Investment Advisory, LLC's IBTE position was last reported at $0 in 2024-Q4 before the exit.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling IBTE?

Accepted Answer

In 2024-Q4, Steward Partners Investment Advisory, LLC exited their IBTE position entirely (-100.0% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy IBTE?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in IBTE in 2022-Q4. They have held the position across 9 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	399,950	-7.2%	$9.6M	0.1%	$23.65	0
2024-Q2	Increased	430,889	+2.6%	$10.3M	0.1%	$23.34	34
2024-Q1	Increased	419,939	+7.2%	$10.1M	0.1%	$23.04	36
2023-Q4	Increased	391,620	+868.8%	$9.3M	0.1%	$22.79	53
2023-Q3	Decreased	40,422	-0.7%	$963,668	0.0%	$22.44	0
2023-Q2	Decreased	40,691	-12.2%	$968,437	0.0%	$22.15	0
2023-Q1	Decreased	46,323	-4.8%	$1.1M	0.0%	$22.12	0
2022-Q4	New	48,652	-	$1.2M	0.0%	$21.84	35

IBTE9 quarters

IBTE
9 quarters