CSI
IBTE

Cross Staff Investments’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Cross Staff Investments’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
-14,185
Closed -$340K – 130
2024
Q3 		$340K Sell
14,185
-4,090
-22% -$97.9K 0.26% 95
2024
Q2 		$438K Hold
18,275
– – 0.37% 74
2024
Q1 		$438K Hold
18,275
– – 0.37% 70
2023
Q4 		$436K Hold
18,275
– – 0.39% 71
2023
Q3 		$436K Sell
18,275
-1,500
-8% -$35.7K 0.43% 67
2023
Q2 		$471K Hold
19,775
– – 0.43% 66
2023
Q1 		$475K Buy
19,775
+1,260
+7% +$30.1K 0.47% 65
2022
Q4 		$442K Buy
+18,515
New +$442K 0.46% 71

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

Cross Staff Investments's IBTE Position: Q4 2024 in Review

Cross Staff Investments sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 14,185 shares — an estimated $340K sold.

Cross Staff Investments first reported a position in IBTE in Q4 2022 and held it in 8 quarters. The position peaked at $475K in Q1 2023. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Cross Staff Investments reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Cross Staff Investments sold 14,185 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $340K.
  • Cross Staff Investments first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2022 and held it in 8 quarters.
  • Cross Staff Investments's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $475K in Q1 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Cross Staff Investments's 13F filing for Q4 2024, filed 24 Jan 2025.