GRP
IBTE

Global Retirement Partners’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Global Retirement Partners’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
-25,199
Closed -$605K – 3803
2024
Q3 		$605K Buy
25,199
+159
+0.6% +$3.81K 0.02% 581
2024
Q2 		$600K Buy
25,040
+148
+0.6% +$3.54K 0.02% 558
2024
Q1 		$596K Sell
24,892
-882
-3% -$21.1K 0.02% 488
2023
Q4 		$616K Buy
25,774
+23,930
+1,298% +$570K 0.03% 443
2023
Q3 		$43.8K Buy
1,844
+263
+17% +$6.26K ﹤0.01% 1339
2023
Q2 		$37.6K Buy
1,581
+7
+0.4% +$167 ﹤0.01% 1411
2023
Q1 		$37.7K Buy
1,574
+616
+64% +$14.7K ﹤0.01% 1358
2022
Q4 		$22.8K Buy
958
+8
+0.8% +$191 ﹤0.01% 1424
2022
Q3 		$23K Buy
+950
New +$23K ﹤0.01% 1341

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

Global Retirement Partners's IBTE Position: Q4 2024 in Review

Global Retirement Partners sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 25,199 shares — an estimated $605K sold.

Global Retirement Partners first reported a position in IBTE in Q3 2022 and held it in 9 quarters. The position peaked at $616K in Q4 2023. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Global Retirement Partners reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Global Retirement Partners sold 25,199 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $605K.
  • Global Retirement Partners first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q3 2022 and held it in 9 quarters.
  • Global Retirement Partners's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $616K in Q4 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.