LCM
IBTE

Lunt Capital Management’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Lunt Capital 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
-151,420
Closed -$3.63M – 97
2024
Q3 		$3.63M Sell
151,420
-4,778
-3% -$114K 1.7% 17
2024
Q2 		$3.75M Sell
156,198
-68,868
-31% -$1.65M 1.85% 14
2024
Q1 		$5.39M Buy
225,066
+10,486
+5% +$251K 2.67% 10
2023
Q4 		$5.12M Buy
214,580
+6,844
+3% +$163K 2.65% 9
2023
Q3 		$4.95M Buy
207,736
+13,358
+7% +$318K 2.61% 10
2023
Q2 		$4.63M Buy
+194,378
New +$4.64M 2.5% 10

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

Lunt Capital Management's IBTE Position: Q4 2024 in Review

Lunt Capital Management sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 151,420 shares — an estimated $3.63M sold.

Lunt Capital Management first reported a position in IBTE in Q2 2023 and held it in 6 quarters. The position peaked at $5.39M in Q1 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Lunt Capital Management reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Lunt Capital Management sold 151,420 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $3.63M.
  • Lunt Capital Management first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q2 2023 and held it in 6 quarters.
  • Lunt Capital Management's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $5.39M in Q1 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Lunt Capital Management's 13F filing for Q4 2024, filed 24 Jan 2025.