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JDM Financial Group’s iShares iBonds Dec 2030 Term Treasury ETF IBTK Stock Holding History

JDM Financial Group’s Portfolio IBTK Stock Details IBTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-13,255
Closed -$266K – 376
2024
Q3 		$266K Sell
13,255
-1,057
-7% -$20.9K 0.14% 46
2024
Q2 		$276K Buy
+14,312
New +$274K 0.19% 42

Other funds holding IBTK

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.87B AUM 24.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
WIM
Waycross Investment Management Bellingham, Washington $131M AUM 16.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PA
Probity Advisors Dallas, Texas $631M AUM 17.4% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

JDM Financial Group's IBTK Position: Q4 2024 in Review

JDM Financial Group sold out of iShares iBonds Dec 2030 Term Treasury ETF (IBTK) in Q4 2024, closing a stake of 13,255 shares — an estimated $266K sold.

JDM Financial Group first reported a position in IBTK in Q2 2024 and held it in 2 quarters. The position peaked at $276K in Q2 2024. 114 funds tracked by Wall St. Rank hold IBTK as of Q4 2024.

  • JDM Financial Group reported no remaining iShares iBonds Dec 2030 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • JDM Financial Group sold 13,255 iShares iBonds Dec 2030 Term Treasury ETF shares in Q4 2024, an estimated $266K.
  • JDM Financial Group first reported a position in iShares iBonds Dec 2030 Term Treasury ETF in Q2 2024 and held it in 2 quarters.
  • JDM Financial Group's iShares iBonds Dec 2030 Term Treasury ETF position peaked at $276K in Q2 2024.
  • 114 funds tracked by Wall St. Rank held iShares iBonds Dec 2030 Term Treasury ETF as of Q4 2024.

Based on JDM Financial Group's 13F filing for Q4 2024, filed 18 Feb 2025.