AWM
IBTE

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

Apollon 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
-14,711
Closed -$353K – 1278
2024
Q3 		$353K Buy
14,711
+2,784
+23% +$66.7K 0.01% 856
2024
Q2 		$286K Buy
11,927
+138
+1% +$3.3K 0.01% 881
2024
Q1 		$282K Buy
11,789
+86
+0.7% +$2.06K 0.01% 890
2023
Q4 		$279K Buy
+11,703
New +$279K 0.01% 866

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

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

Apollon Wealth Management sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 14,711 shares — an estimated $353K sold.

Apollon Wealth Management first reported a position in IBTE in Q4 2023 and held it in 4 quarters. The position peaked at $353K in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Apollon Wealth Management reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Apollon Wealth Management sold 14,711 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $353K.
  • Apollon Wealth Management first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2023 and held it in 4 quarters.
  • Apollon Wealth Management's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $353K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Apollon Wealth Management's 13F filing for Q4 2024, filed 28 Jan 2025.