ERTS Wealth Advisors’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

ERTS Wealth Advisors’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	-22,845	Closed	-$548K	–	90
2024 Q3	$548K	Hold	22,845	–	–	0.1%	46
2024 Q2	$548K	Sell	22,845 -1,675	-7%	-$40.1K	0.11%	44
2024 Q1	$587K	Buy	24,520 +6,076	+33%	+$145K	0.12%	42
2023 Q4	$440K	Buy	+18,444	New	+$439K	0.09%	47

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

ERTS Wealth Advisors's IBTE Position: Q4 2024 in Review

ERTS Wealth Advisors sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 22,845 shares — an estimated $548K sold.

ERTS Wealth Advisors first reported a position in IBTE in Q4 2023 and held it in 4 quarters. The position peaked at $587K in Q1 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

ERTS Wealth Advisors reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
ERTS Wealth Advisors sold 22,845 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $548K.
ERTS Wealth Advisors first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2023 and held it in 4 quarters.
ERTS Wealth Advisors's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $587K in Q1 2024.
5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on ERTS Wealth Advisors's 13F filing for Q4 2024, filed 17 Jan 2025.