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Mattson Financial Services’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Mattson Financial Services’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
2025
Q1 		– Sell
-595
Closed -$14.3K – 440
2024
Q4 		$14.3K Hold
595
– – ﹤0.01% 243
2024
Q3 		$14.3K Hold
595
– – 0.01% 198
2024
Q2 		$14.3K Buy
+595
New +$14.2K 0.01% 198

Mattson Financial Services's IBTE Position: Q1 2025 in Review

Mattson Financial Services sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q1 2025, closing a stake of 595 shares — an estimated $14.3K sold.

Mattson Financial Services first reported a position in IBTE in Q2 2024 and held it in 3 quarters. The position peaked at $14.3K in Q4 2024. 0 funds tracked by Wall St. Rank hold IBTE as of Q1 2025.

  • Mattson Financial Services reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q1 2025 after selling out during the quarter.
  • Mattson Financial Services sold 595 iShares iBonds Dec 2024 Term Treasury ETF shares in Q1 2025, an estimated $14.3K.
  • Mattson Financial Services first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q2 2024 and held it in 3 quarters.
  • Mattson Financial Services's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $14.3K in Q4 2024.
  • 0 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q1 2025.

Based on Mattson Financial Services's 13F filing for Q1 2025, filed 22 May 2025.