CWM
IBTE

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

Campbell 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
-901,164
Closed -$21.6M – 101
2024
Q3 		$21.6M Buy
901,164
+35,396
+4% +$848K 1.93% 14
2024
Q2 		$20.8M Buy
865,768
+38,605
+5% +$923K 6.7% 7
2024
Q1 		$19.8M Sell
827,163
-973,089
-54% -$23.3M 1.97% 14
2023
Q4 		$43M Buy
1,800,252
+48,676
+3% +$1.16M 5.1% 6
2023
Q3 		$41.8M Sell
1,751,576
-14,327
-0.8% -$341K 5.08% 7
2023
Q2 		$42M Buy
1,765,903
+99,395
+6% +$2.37M 5.4% 6
2023
Q1 		$40M Buy
1,666,508
+110,117
+7% +$2.63M 5.01% 7
2022
Q4 		$37.1M Buy
+1,556,391
New +$37.1M 5.17% 7

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

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

Campbell Wealth Management sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 901,164 shares — an estimated $21.6M sold.

Campbell Wealth Management first reported a position in IBTE in Q4 2022 and held it in 8 quarters. The position peaked at $43M in Q4 2023. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Campbell Wealth Management reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Campbell Wealth Management sold 901,164 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $21.6M.
  • Campbell Wealth Management first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2022 and held it in 8 quarters.
  • Campbell Wealth Management's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $43M in Q4 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.