Focus Partners Wealth
IBTE

Focus Partners Wealth’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Focus Partners Wealth’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
-119,352
Closed -$2.86M – 1980
2024
Q3 		$2.86M Sell
119,352
-487,228
-80% -$11.7M 0.01% 693
2024
Q2 		$14.5M Buy
606,580
+126,334
+26% +$3.02M 0.05% 298
2024
Q1 		$11.5M Sell
480,246
-24,051
-5% -$575K 0.09% 200
2023
Q4 		$12M Buy
+504,297
New +$12M 0.16% 137

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

Focus Partners Wealth's IBTE Position: Q4 2024 in Review

Focus Partners Wealth sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 119,352 shares — an estimated $2.86M sold.

Focus Partners Wealth first reported a position in IBTE in Q4 2023 and held it in 4 quarters. The position peaked at $14.5M in Q2 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Focus Partners Wealth reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Focus Partners Wealth sold 119,352 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $2.86M.
  • Focus Partners Wealth first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2023 and held it in 4 quarters.
  • Focus Partners Wealth's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $14.5M in Q2 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Focus Partners Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.