JDM Financial Group’s iShares iBonds Dec 2028 Term Treasury ETF IBTI Stock Holding History

JDM Financial Group’s Portfolio IBTI Stock Details IBTI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-456	Closed	-$9.96K	–	409
2024 Q2	$9.96K	Sell	456 -20,550	-98%	-$446K	0.01%	149
2024 Q1	$461K	Buy	21,006 +2,315	+12%	+$51K	0.34%	26
2023 Q4	$415K	Buy	18,691 +99	+0.5%	+$2.15K	0.34%	24
2023 Q3	$401K	Buy	18,592 +9,355	+101%	+$204K	0.37%	24
2023 Q2	$203K	Buy	9,237 +81	+0.9%	+$1.81K	0.18%	39
2023 Q1	$206K	Buy	9,156 +2,887	+46%	+$64.2K	0.19%	37
2022 Q4	$138K	Buy	+6,269	New	+$137K	0.13%	43

Other funds holding IBTI

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

HAS

Horizon Advisory Services West Henrietta, New York $238M AUM 17.15% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

JDM Financial Group sold out of iShares iBonds Dec 2028 Term Treasury ETF (IBTI) in Q3 2024, closing a stake of 456 shares — an estimated $9.96K sold.

JDM Financial Group first reported a position in IBTI in Q4 2022 and held it in 7 quarters. The position peaked at $461K in Q1 2024. 143 funds tracked by Wall St. Rank hold IBTI as of Q3 2024.

JDM Financial Group reported no remaining iShares iBonds Dec 2028 Term Treasury ETF position as of Q3 2024 after selling out during the quarter.
JDM Financial Group sold 456 iShares iBonds Dec 2028 Term Treasury ETF shares in Q3 2024, an estimated $9.96K.
JDM Financial Group first reported a position in iShares iBonds Dec 2028 Term Treasury ETF in Q4 2022 and held it in 7 quarters.
JDM Financial Group's iShares iBonds Dec 2028 Term Treasury ETF position peaked at $461K in Q1 2024.
143 funds tracked by Wall St. Rank held iShares iBonds Dec 2028 Term Treasury ETF as of Q3 2024.

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