Crestmont Private Wealth’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Crestmont Private Wealth’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	-44,204	Closed	-$1.06M	–	120
2024 Q3	$1.06M	Buy	44,204 +1,003	+2%	+$24K	0.46%	13
2024 Q2	$1.04M	Buy	43,201 +5,511	+15%	+$132K	0.5%	15
2024 Q1	$902K	Buy	+37,690	New	+$901K	0.45%	14

Other funds holding IBTE

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Crestmont Private Wealth's IBTE Position: Q4 2024 in Review

Crestmont Private Wealth sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 44,204 shares — an estimated $1.06M sold.

Crestmont Private Wealth first reported a position in IBTE in Q1 2024 and held it in 3 quarters. The position peaked at $1.06M in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

Crestmont Private Wealth reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
Crestmont Private Wealth sold 44,204 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $1.06M.
Crestmont Private Wealth first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q1 2024 and held it in 3 quarters.
Crestmont Private Wealth's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $1.06M in Q3 2024.
5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Crestmont Private Wealth's 13F filing for Q4 2024, filed 14 Jan 2025.