Financial Management Professionals’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Financial Management Professionals’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	-936	Closed	-$22K	–	1058
2024 Q3	$22K	Hold	936	–	–	﹤0.01%	412
2024 Q2	$22K	Buy	+936	New	+$22.4K	﹤0.01%	373

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

Financial Management Professionals's IBTE Position: Q4 2024 in Review

Financial Management Professionals sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 936 shares — an estimated $22K sold.

Financial Management Professionals first reported a position in IBTE in Q2 2024 and held it in 2 quarters. The position peaked at $22K in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

Financial Management Professionals reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
Financial Management Professionals sold 936 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $22K.
Financial Management Professionals first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q2 2024 and held it in 2 quarters.
Financial Management Professionals's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $22K in Q3 2024.
5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Financial Management Professionals's 13F filing for Q4 2024, filed 15 Jan 2025.