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

Independent 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	-16,214	Closed	-$389K	–	1254
2024 Q3	$389K	Hold	16,214	–	–	0.01%	760
2024 Q2	$389K	Buy	16,214 +2,648	+20%	+$63.3K	0.02%	710
2024 Q1	$325K	Buy	+13,566	New	+$324K	0.01%	749

Other funds holding IBTE

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Independent Financial Group's IBTE Position: Q4 2024 in Review

Independent Financial Group sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 16,214 shares — an estimated $389K sold.

Independent Financial Group first reported a position in IBTE in Q1 2024 and held it in 3 quarters. The position peaked at $389K in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

Independent Financial Group reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
Independent Financial Group sold 16,214 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $389K.
Independent Financial Group first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q1 2024 and held it in 3 quarters.
Independent Financial Group's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $389K in Q3 2024.
5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Independent Financial Group's 13F filing for Q4 2024, filed 12 Jun 2026.