PSP
IBTE

Pacific Sage Partners’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Pacific Sage Partners’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
-195,890
Closed -$4.7M – 113
2024
Q3 		$4.7M Buy
195,890
+7,717
+4% +$185K 1.12% 18
2024
Q2 		$4.51M Sell
188,173
-8,267
-4% -$198K 1.12% 18
2024
Q1 		$4.7M Buy
196,440
+94,093
+92% +$2.25M 1.22% 18
2023
Q4 		$2.44M Buy
+102,347
New +$2.44M 0.67% 20

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $478M AUM 21.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Pacific Sage Partners's IBTE Position: Q4 2024 in Review

Pacific Sage Partners sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 195,890 shares — an estimated $4.7M sold.

Pacific Sage Partners first reported a position in IBTE in Q4 2023 and held it in 4 quarters. The position peaked at $4.7M in Q1 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Pacific Sage Partners reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Pacific Sage Partners sold 195,890 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $4.7M.
  • Pacific Sage Partners first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2023 and held it in 4 quarters.
  • Pacific Sage Partners's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $4.7M in Q1 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Pacific Sage Partners's 13F filing for Q4 2024, filed 24 Jan 2025.