CFS
IBTE

Commonwealth Financial Services’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Commonwealth Financial Services’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
-13,924
Closed -$333K – 202
2024
Q3 		$333K Hold
13,924
– – 0.07% 134
2024
Q2 		$333K Buy
13,924
+500
+4% +$12K 0.07% 124
2024
Q1 		$320K Hold
13,424
– – 0.08% 132
2023
Q4 		$320K Sell
13,424
-644
-5% -$15.3K 0.08% 132
2023
Q3 		$335K Buy
+14,068
New +$335K 0.1% 124

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

Commonwealth Financial Services's IBTE Position: Q4 2024 in Review

Commonwealth Financial Services sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 13,924 shares — an estimated $333K sold.

Commonwealth Financial Services first reported a position in IBTE in Q3 2023 and held it in 5 quarters. The position peaked at $335K in Q3 2023. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Commonwealth Financial Services reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Commonwealth Financial Services sold 13,924 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $333K.
  • Commonwealth Financial Services first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q3 2023 and held it in 5 quarters.
  • Commonwealth Financial Services's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $335K in Q3 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

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