Koshinski Asset Management
IBTE

Koshinski Asset Management’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Koshinski Asset 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
-9,436
Closed -$226K – 669
2024
Q3 		$226K Hold
9,436
– – 0.02% 559
2024
Q2 		$226K Sell
9,436
-2,500
-21% -$59.8K 0.02% 542
2024
Q1 		$286K Sell
11,936
-3,300
-22% -$78.9K 0.03% 444
2023
Q4 		$364K Buy
15,236
+5,168
+51% +$123K 0.06% 355
2023
Q3 		$240K Sell
10,068
-1,711
-15% -$40.7K 0.03% 476
2023
Q2 		$280K Buy
11,779
+246
+2% +$5.87K 0.03% 470
2023
Q1 		$277K Buy
+11,533
New +$276K 0.03% 438
2022
Q2 		– Sell
-1,976
Closed -$48.7K – 2035
2022
Q1 		$48.7K Buy
1,976
+43
+2% +$1.08K ﹤0.01% 1124
2021
Q4 		$49.2K Hold
1,933
– – ﹤0.01% 1133
2021
Q3 		$49.7K Buy
+1,933
New +$49.7K ﹤0.01% 1113

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

Koshinski Asset Management's IBTE Position: Q4 2024 in Review

Koshinski Asset Management sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 9,436 shares — an estimated $226K sold.

Koshinski Asset Management first reported a position in IBTE in Q3 2021 and held it in 10 quarters. The position peaked at $364K in Q4 2023. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Koshinski Asset Management reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Koshinski Asset Management sold 9,436 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $226K.
  • Koshinski Asset Management first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q3 2021 and held it in 10 quarters.
  • Koshinski Asset Management's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $364K in Q4 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Koshinski Asset Management's 13F filing for Q4 2024, filed 16 Jan 2025.