CFG
IBTE

Cooper Financial Group’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Cooper Financial Group’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
-69,882
Closed -$1.68M – 413
2024
Q3 		$1.68M Sell
69,882
-6,932
-9% -$166K 0.22% 82
2024
Q2 		$1.84M Buy
76,814
+663
+0.9% +$15.9K 0.27% 69
2024
Q1 		$1.82M Sell
76,151
-27,138
-26% -$649K 0.3% 63
2023
Q4 		$2.46M Buy
103,289
+20,698
+25% +$493K 0.45% 38
2023
Q3 		$1.97M Buy
82,591
+43,935
+114% +$1.05M 0.47% 44
2023
Q2 		$920K Buy
38,656
+21,136
+121% +$505K 0.23% 106
2023
Q1 		$421K Buy
17,520
+3,008
+21% +$71.9K 0.11% 195
2022
Q4 		$346K Buy
+14,512
New +$346K 0.11% 192

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Cooper Financial Group's IBTE Position: Q4 2024 in Review

Cooper Financial Group sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 69,882 shares — an estimated $1.68M sold.

Cooper Financial Group first reported a position in IBTE in Q4 2022 and held it in 8 quarters. The position peaked at $2.46M in Q4 2023. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Cooper Financial Group reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Cooper Financial Group sold 69,882 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $1.68M.
  • Cooper Financial Group first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2022 and held it in 8 quarters.
  • Cooper Financial Group's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $2.46M in Q4 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Cooper Financial Group's 13F filing for Q4 2024, filed 13 Jan 2025.