ATPW
IBTE

Ashton Thomas Private Wealth’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Ashton Thomas Private Wealth’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
-8,450
Closed -$203K – 823
2024
Q3 		$203K Sell
8,450
-1,896
-18% -$45.4K 0.01% 586
2024
Q2 		$248K Sell
10,346
-606
-6% -$14.5K 0.01% 523
2024
Q1 		$262K Buy
10,952
+81
+0.7% +$1.94K 0.02% 517
2023
Q4 		$259K Buy
+10,871
New +$259K 0.02% 517

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

Ashton Thomas Private Wealth's IBTE Position: Q4 2024 in Review

Ashton Thomas Private Wealth sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 8,450 shares — an estimated $203K sold.

Ashton Thomas Private Wealth first reported a position in IBTE in Q4 2023 and held it in 4 quarters. The position peaked at $262K in Q1 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Ashton Thomas Private Wealth reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 8,450 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $203K.
  • Ashton Thomas Private Wealth first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2023 and held it in 4 quarters.
  • Ashton Thomas Private Wealth's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $262K in Q1 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.