AWM
IBTE

AllSquare Wealth Management’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

AllSquare Wealth 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
-210
Closed -$5.04K – 550
2024
Q3 		$5.04K Hold
210
– – ﹤0.01% 438
2024
Q2 		$5.04K Hold
210
– – ﹤0.01% 425
2024
Q1 		$5.03K Hold
210
– – ﹤0.01% 421
2023
Q4 		$5.01K Buy
+210
New +$5K ﹤0.01% 424

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

AllSquare Wealth Management's IBTE Position: Q4 2024 in Review

AllSquare Wealth Management sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 210 shares — an estimated $5.04K sold.

AllSquare Wealth Management first reported a position in IBTE in Q4 2023 and held it in 4 quarters. The position peaked at $5.04K in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • AllSquare Wealth Management reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • AllSquare Wealth Management sold 210 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $5.04K.
  • AllSquare Wealth Management first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2023 and held it in 4 quarters.
  • AllSquare Wealth Management's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $5.04K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on AllSquare Wealth Management's 13F filing for Q4 2024, filed 11 Feb 2025.