KTM
IBTE

Keeler Thomas Management’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Keeler Thomas Management’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
-260,980
Closed -$6.26M – 68
2024
Q3 		$6.26M Sell
260,980
-9,764
-4% -$234K 1.98% 16
2024
Q2 		$6.5M Buy
270,744
+1,480
+0.5% +$35.4K 2.21% 12
2024
Q1 		$6.45M Buy
269,264
+18,529
+7% +$443K 2.21% 11
2023
Q4 		$5.98M Sell
250,735
-258,234
-51% -$6.15M 2.36% 12
2023
Q3 		$12.1M Buy
508,969
+27,463
+6% +$653K 4.48% 4
2023
Q2 		$11.7M Buy
481,506
+58,215
+14% +$1.39M 4.74% 5
2023
Q1 		$10.2M Buy
423,291
+367,641
+661% +$8.78M 4.78% 4
2022
Q4 		$1.33M Buy
+55,650
New +$1.33M 0.67% 45

Other funds holding IBTE

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

Keeler Thomas Management's IBTE Position: Q4 2024 in Review

Keeler Thomas Management sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 260,980 shares — an estimated $6.26M sold.

Keeler Thomas Management first reported a position in IBTE in Q4 2022 and held it in 8 quarters. The position peaked at $12.1M in Q3 2023. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Keeler Thomas Management reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Keeler Thomas Management sold 260,980 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $6.26M.
  • Keeler Thomas Management first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2022 and held it in 8 quarters.
  • Keeler Thomas Management's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $12.1M in Q3 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Keeler Thomas Management's 13F filing for Q4 2024, filed 4 Feb 2025.