Journey Advisory Group’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Journey Advisory 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
2025 Q1	–	Sell	-54,778	Closed	-$1.31M	–	296
2024 Q4	$1.31M	Hold	54,778	–	–	0.16%	94
2024 Q3	$1.31M	Hold	54,778	–	–	0.16%	94
2024 Q2	$1.31M	Buy	54,778 +73	+0.1%	+$1.75K	0.16%	94
2024 Q1	$1.31M	Sell	54,705 -333,242	-86%	-$7.96M	0.16%	102
2023 Q4	$9.26M	Buy	387,947 +62,964	+19%	+$1.5M	1.26%	23
2023 Q3	$7.75M	Buy	324,983 +45,294	+16%	+$1.08M	1.16%	25
2023 Q2	$6.66M	Buy	279,689 +223,009	+393%	+$5.33M	0.99%	27
2023 Q1	$1.36M	Buy	+56,680	New	+$1.35M	0.21%	101

Journey Advisory Group's IBTE Position: Q1 2025 in Review

Journey Advisory Group sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q1 2025, closing a stake of 54,778 shares — an estimated $1.31M sold.

Journey Advisory Group first reported a position in IBTE in Q1 2023 and held it in 8 quarters. The position peaked at $9.26M in Q4 2023. 0 funds tracked by Wall St. Rank hold IBTE as of Q1 2025.

Journey Advisory Group reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
Journey Advisory Group sold 54,778 iShares iBonds Dec 2024 Term Treasury ETF shares in Q1 2025, an estimated $1.31M.
Journey Advisory Group first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q1 2023 and held it in 8 quarters.
Journey Advisory Group's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $9.26M in Q4 2023.
0 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q1 2025.

Based on Journey Advisory Group's 13F filing for Q1 2025, filed 13 May 2025.