MC
IBTE

McCarthy & Cox’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

McCarthy & Cox’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
-14,382
Closed -$345K – 66
2024
Q3 		$345K Buy
14,382
+2
+0% +$48 0.13% 42
2024
Q2 		$345K Sell
14,380
-4,805
-25% -$115K 0.13% 39
2024
Q1 		$459K Buy
+19,185
New +$459K 0.17% 34

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

McCarthy & Cox's IBTE Position: Q4 2024 in Review

McCarthy & Cox sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 14,382 shares — an estimated $345K sold.

McCarthy & Cox first reported a position in IBTE in Q1 2024 and held it in 3 quarters. The position peaked at $459K in Q1 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • McCarthy & Cox reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • McCarthy & Cox sold 14,382 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $345K.
  • McCarthy & Cox first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q1 2024 and held it in 3 quarters.
  • McCarthy & Cox's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $459K in Q1 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on McCarthy & Cox's 13F filing for Q4 2024, filed 16 Jan 2025.