LIG
IBTE

Lokken Investment Group’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Lokken Investment 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
2024
Q4 		– Sell
-91,265
Closed -$2.19M – 163
2024
Q3 		$2.19M Buy
91,265
+1,351
+2% +$32.4K 0.91% 29
2024
Q2 		$2.16M Sell
89,914
-2,517
-3% -$60.2K 1.01% 24
2024
Q1 		$2.21M Sell
92,431
-397
-0.4% -$9.49K 1.1% 22
2023
Q4 		$2.21M Buy
92,828
+1,919
+2% +$45.7K 1.25% 20
2023
Q3 		$2.17M Buy
90,909
+1,236
+1% +$29.4K 1.42% 19
2023
Q2 		$2.13M Buy
89,673
+12,723
+17% +$304K 1.39% 19
2023
Q1 		$1.85M Buy
+76,950
New +$1.84M 1.4% 18

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

Lokken Investment Group's IBTE Position: Q4 2024 in Review

Lokken Investment Group sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 91,265 shares — an estimated $2.19M sold.

Lokken Investment Group first reported a position in IBTE in Q1 2023 and held it in 7 quarters. The position peaked at $2.21M in Q4 2023. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Lokken Investment Group reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Lokken Investment Group sold 91,265 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $2.19M.
  • Lokken Investment Group first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q1 2023 and held it in 7 quarters.
  • Lokken Investment Group's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $2.21M in Q4 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Lokken Investment Group's 13F filing for Q4 2024, filed 12 Feb 2025.