GBWM
IBTE

Granite Bay Wealth Management’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Granite Bay Wealth 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
-16,000
Closed -$384K – 78
2024
Q3 		$384K Sell
16,000
-9,300
-37% -$223K 0.22% 33
2024
Q2 		$607K Sell
25,300
-24,939
-50% -$596K 0.33% 37
2024
Q1 		$1.2M Sell
50,239
-4,987,918
-99% -$119M 0.68% 33
2023
Q4 		$120M Sell
5,038,157
-872,461
-15% -$20.8M 1.07% 21
2023
Q3 		$141M Buy
5,910,618
+5,821,818
+6,556% +$138M 1.38% 20
2023
Q2 		$2.11M Buy
88,800
+17,722
+25% +$423K 1.97% 13
2023
Q1 		$1.71M Buy
71,078
+57,327
+417% +$1.37M 1.19% 19
2022
Q4 		$328K Buy
+13,751
New +$328K 0.21% 46

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

Granite Bay Wealth Management's IBTE Position: Q4 2024 in Review

Granite Bay Wealth Management sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 16,000 shares — an estimated $384K sold.

Granite Bay Wealth Management first reported a position in IBTE in Q4 2022 and held it in 8 quarters. The position peaked at $141M in Q3 2023. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Granite Bay Wealth Management reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Granite Bay Wealth Management sold 16,000 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $384K.
  • Granite Bay Wealth Management first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2022 and held it in 8 quarters.
  • Granite Bay Wealth Management's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $141M in Q3 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Granite Bay Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.