BFP
IBTE

Beacon Financial Planning’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Beacon Financial Planning’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
-32,703
Closed -$785K – 49
2024
Q3 		$785K Buy
32,703
+2,255
+7% +$54K 0.48% 25
2024
Q2 		$730K Buy
30,448
+3,057
+11% +$73.1K 0.5% 23
2024
Q1 		$656K Buy
27,391
+6,194
+29% +$148K 0.46% 23
2023
Q4 		$506K Buy
21,197
+10,232
+93% +$244K 0.4% 21
2023
Q3 		$261K Buy
10,965
+2,360
+27% +$56.1K 0.23% 28
2023
Q2 		$205K Buy
+8,605
New +$205K 0.17% 30

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

Beacon Financial Planning's IBTE Position: Q4 2024 in Review

Beacon Financial Planning sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 32,703 shares — an estimated $785K sold.

Beacon Financial Planning first reported a position in IBTE in Q2 2023 and held it in 6 quarters. The position peaked at $785K in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Beacon Financial Planning reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Beacon Financial Planning sold 32,703 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $785K.
  • Beacon Financial Planning first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q2 2023 and held it in 6 quarters.
  • Beacon Financial Planning's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $785K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Beacon Financial Planning's 13F filing for Q4 2024, filed 27 Jan 2025.