KOC
IBTE

Koss-Olinger Consulting’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Koss-Olinger Consulting’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
-22,129
Closed -$531K – 298
2024
Q3 		$531K Buy
22,129
+904
+4% +$21.6K 0.05% 148
2024
Q2 		$509K Buy
+21,225
New +$508K 0.05% 139
2024
Q1 		– Sell
-20,525
Closed -$490K – 334
2023
Q4 		$490K Buy
20,525
+10,593
+107% +$252K 0.05% 157
2023
Q3 		$237K Buy
+9,932
New +$236K 0.04% 230

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

Koss-Olinger Consulting's IBTE Position: Q4 2024 in Review

Koss-Olinger Consulting sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 22,129 shares — an estimated $531K sold.

Koss-Olinger Consulting first reported a position in IBTE in Q3 2023 and held it in 4 quarters. The position peaked at $531K in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Koss-Olinger Consulting reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Koss-Olinger Consulting sold 22,129 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $531K.
  • Koss-Olinger Consulting first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q3 2023 and held it in 4 quarters.
  • Koss-Olinger Consulting's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $531K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Koss-Olinger Consulting's 13F filing for Q4 2024, filed 11 Feb 2025.