NWM
IBTE

Northwest Wealth Management’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Northwest Wealth 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
-11,565
Closed -$278K – 178
2024
Q3 		$278K Sell
11,565
-210
-2% -$5.03K 0.06% 124
2024
Q2 		$282K Buy
11,775
+3,222
+38% +$77.1K 0.07% 128
2024
Q1 		$205K Buy
+8,553
New +$204K 0.06% 165

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

Northwest Wealth Management's IBTE Position: Q4 2024 in Review

Northwest Wealth Management sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 11,565 shares — an estimated $278K sold.

Northwest Wealth Management first reported a position in IBTE in Q1 2024 and held it in 3 quarters. The position peaked at $282K in Q2 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Northwest Wealth Management reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Northwest Wealth Management sold 11,565 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $278K.
  • Northwest Wealth Management first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q1 2024 and held it in 3 quarters.
  • Northwest Wealth Management's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $282K in Q2 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Northwest Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.