DJSG
IBTE

D.J. St. Germain’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

D.J. St. Germain’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
-196
Closed -$4.7K – 868
2024
Q3 		$4.7K Hold
196
– – ﹤0.01% 617
2024
Q2 		$4.7K Buy
+196
New +$4.69K ﹤0.01% 622

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

D.J. St. Germain's IBTE Position: Q4 2024 in Review

D.J. St. Germain sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 196 shares — an estimated $4.7K sold.

D.J. St. Germain first reported a position in IBTE in Q2 2024 and held it in 2 quarters. The position peaked at $4.7K in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • D.J. St. Germain reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • D.J. St. Germain sold 196 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $4.7K.
  • D.J. St. Germain first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q2 2024 and held it in 2 quarters.
  • D.J. St. Germain's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $4.7K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on D.J. St. Germain's 13F filing for Q4 2024, filed 10 Jan 2025.