First PREMIER Bank’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

First PREMIER Bank’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	-666	Closed	-$16K	–	419
2024 Q3	$16K	Hold	666	–	–	﹤0.01%	308
2024 Q2	$16K	Hold	666	–	–	﹤0.01%	292
2024 Q1	$16K	Buy	666 +66	+11%	+$1.58K	﹤0.01%	303
2023 Q4	$14K	Hold	600	–	–	﹤0.01%	293
2023 Q3	$14K	Buy	600 +100	+20%	+$2.38K	﹤0.01%	294
2023 Q2	$12K	Buy	+500	New	+$11.9K	﹤0.01%	318

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

First PREMIER Bank's IBTE Position: Q4 2024 in Review

First PREMIER Bank sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 666 shares — an estimated $16K sold.

First PREMIER Bank first reported a position in IBTE in Q2 2023 and held it in 6 quarters. The position peaked at $16K in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

First PREMIER Bank reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
First PREMIER Bank sold 666 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $16K.
First PREMIER Bank first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q2 2023 and held it in 6 quarters.
First PREMIER Bank's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $16K in Q3 2024.
5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on First PREMIER Bank's 13F filing for Q4 2024, filed 17 Jan 2025.