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

BCS 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	-25,634	Closed	-$615K	–	266
2024 Q3	$615K	Hold	25,634	–	–	0.26%	82
2024 Q2	$615K	Hold	25,634	–	–	0.3%	71
2024 Q1	$614K	Buy	25,634 +12,847	+100%	+$307K	0.2%	111
2023 Q4	$305K	Buy	+12,787	New	+$305K	0.11%	165

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

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

BCS Wealth Management sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 25,634 shares — an estimated $615K sold.

BCS Wealth Management first reported a position in IBTE in Q4 2023 and held it in 4 quarters. The position peaked at $615K in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

BCS Wealth Management reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
BCS Wealth Management sold 25,634 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $615K.
BCS Wealth Management first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2023 and held it in 4 quarters.
BCS Wealth Management's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $615K in Q3 2024.
5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

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