BCCM
IBTE

Black Cypress Capital Management’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Black Cypress Capital 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
-9,545
Closed -$229K – 32
2024
Q3 		$229K Sell
9,545
-883
-8% -$21.1K 0.21% 25
2024
Q2 		$250K Buy
10,428
+883
+9% +$21.1K 0.24% 25
2024
Q1 		$229K Buy
+9,545
New +$228K 0.21% 24

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

Black Cypress Capital Management's IBTE Position: Q4 2024 in Review

Black Cypress Capital Management sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 9,545 shares — an estimated $229K sold.

Black Cypress Capital Management first reported a position in IBTE in Q1 2024 and held it in 3 quarters. The position peaked at $250K in Q2 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Black Cypress Capital Management reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Black Cypress Capital Management sold 9,545 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $229K.
  • Black Cypress Capital Management first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q1 2024 and held it in 3 quarters.
  • Black Cypress Capital Management's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $250K in Q2 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Black Cypress Capital Management's 13F filing for Q4 2024, filed 13 Feb 2025.