Access Investment Management’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Access Investment Management’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	-1,010	Closed	-$24.2K	–	104
2024 Q3	$24.2K	Hold	1,010	–	–	0.01%	95
2024 Q2	$24.2K	Hold	1,010	–	–	0.01%	93
2024 Q1	$24.2K	Buy	+1,010	New	+$24.1K	0.01%	93

Other funds holding IBTE

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Access Investment Management's IBTE Position: Q4 2024 in Review

Access Investment Management sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 1,010 shares — an estimated $24.2K sold.

Access Investment Management first reported a position in IBTE in Q1 2024 and held it in 3 quarters. The position peaked at $24.2K in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

Access Investment Management reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
Access Investment Management sold 1,010 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $24.2K.
Access Investment Management first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q1 2024 and held it in 3 quarters.
Access Investment Management's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $24.2K in Q3 2024.
5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Access Investment Management's 13F filing for Q4 2024, filed 4 Feb 2025.