Apollon Wealth Management’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

Apollon Wealth Management’s Portfolio IBTI Stock Details IBTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-16,019	Closed	-$361K	–	1239
2024 Q3	$361K	Buy	16,019 +2,955	+23%	+$65.8K	0.01%	846
2024 Q2	$285K	Buy	13,064 +132	+1%	+$2.87K	0.01%	883
2024 Q1	$284K	Buy	12,932 +82	+0.6%	+$1.8K	0.01%	883
2023 Q4	$285K	Buy	+12,850	New	+$279K	0.01%	855

Other funds holding IBTI

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

HAS

Horizon Advisory Services West Henrietta, New York $238M AUM 17.15% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Apollon Wealth Management sold out of iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q4 2024, closing a stake of 16,019 shares — an estimated $361K sold.

Apollon Wealth Management first reported a position in IBTI in Q4 2023 and held it in 4 quarters. The position peaked at $361K in Q3 2024. 166 funds tracked by Wall St. Rank hold IBTI as of Q4 2024.

Apollon Wealth Management reported no remaining iShares iBonds Dec 2028 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
Apollon Wealth Management sold 16,019 iShares iBonds Dec 2028 Term Treasury ETF shares in Q4 2024, an estimated $361K.
Apollon Wealth Management first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2023 and held it in 4 quarters.
Apollon Wealth Management's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $361K in Q3 2024.
166 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q4 2024.

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