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 $4.82B AUM 20.19% 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