JFG
IBTE

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

JDM 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
Q3 		– Sell
-27
Closed -$640 – 419
2024
Q2 		$640 Sell
27
-19,066
-100% -$456K ﹤0.01% 219
2024
Q1 		$457K Buy
19,093
+2,104
+12% +$50.3K 0.33% 27
2023
Q4 		$405K Buy
16,989
+342
+2% +$8.15K 0.34% 25
2023
Q3 		$397K Buy
16,647
+1,005
+6% +$23.9K 0.37% 26
2023
Q2 		$372K Buy
15,642
+348
+2% +$8.31K 0.32% 25
2023
Q1 		$367K Buy
15,294
+4,800
+46% +$115K 0.34% 26
2022
Q4 		$250K Buy
+10,494
New +$250K 0.24% 28

Other funds holding IBTE

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HPC
HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HBT
Hills Bank & Trust North Liberty, Iowa $2.07B AUM 13.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JDM Financial Group's IBTE Position: Q3 2024 in Review

JDM Financial Group sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q3 2024, closing a stake of 27 shares — an estimated $640 sold.

JDM Financial Group first reported a position in IBTE in Q4 2022 and held it in 7 quarters. The position peaked at $457K in Q1 2024. 285 funds tracked by Wall St. Rank hold IBTE as of Q3 2024.

  • JDM Financial Group reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
  • JDM Financial Group sold 27 iShares iBonds Dec 2024 Term Treasury ETF shares in Q3 2024, an estimated $640.
  • JDM Financial Group first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2022 and held it in 7 quarters.
  • JDM Financial Group's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $457K in Q1 2024.
  • 285 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q3 2024.

Based on JDM Financial Group's 13F filing for Q3 2024, filed 18 Nov 2024.