GAM
IBTE

Gould Asset Management’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Gould Asset Management’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
-82,791
Closed -$1.99M – 170
2024
Q3 		$1.99M Buy
82,791
+101
+0.1% +$2.42K 0.43% 32
2024
Q2 		$1.98M Buy
82,690
+33,275
+67% +$796K 0.46% 31
2024
Q1 		$1.18M Buy
49,415
+18,400
+59% +$440K 0.29% 45
2023
Q4 		$740K Buy
31,015
+17,060
+122% +$407K 0.19% 62
2023
Q3 		$333K Sell
13,955
-780
-5% -$18.6K 0.09% 107
2023
Q2 		$351K Buy
14,735
+710
+5% +$17K 0.1% 108
2023
Q1 		$337K Sell
14,025
-5,485
-28% -$131K 0.1% 107
2022
Q4 		$465K Buy
+19,510
New +$466K 0.14% 92

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

Gould Asset Management's IBTE Position: Q4 2024 in Review

Gould Asset Management sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 82,791 shares — an estimated $1.99M sold.

Gould Asset Management first reported a position in IBTE in Q4 2022 and held it in 8 quarters. The position peaked at $1.99M in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Gould Asset Management reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Gould Asset Management sold 82,791 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $1.99M.
  • Gould Asset Management first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2022 and held it in 8 quarters.
  • Gould Asset Management's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $1.99M in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Gould Asset Management's 13F filing for Q4 2024, filed 7 Feb 2025.