GMFG
IBTE

Greater Midwest Financial Group’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Greater Midwest Financial Group’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
-26,055
Closed -$625K – 62
2024
Q3 		$625K Sell
26,055
-968
-4% -$23.2K 0.37% 40
2024
Q2 		$647K Sell
27,023
-916
-3% -$21.9K 0.41% 35
2024
Q1 		$669K Sell
27,939
-2,048
-7% -$48.9K 0.42% 35
2023
Q4 		$715K Buy
+29,987
New +$715K 0.49% 32

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

Greater Midwest Financial Group's IBTE Position: Q4 2024 in Review

Greater Midwest Financial Group sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 26,055 shares — an estimated $625K sold.

Greater Midwest Financial Group first reported a position in IBTE in Q4 2023 and held it in 4 quarters. The position peaked at $715K in Q4 2023. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Greater Midwest Financial Group reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Greater Midwest Financial Group sold 26,055 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $625K.
  • Greater Midwest Financial Group first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2023 and held it in 4 quarters.
  • Greater Midwest Financial Group's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $715K in Q4 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Greater Midwest Financial Group's 13F filing for Q4 2024, filed 21 Jan 2025.