PFM
IBTE

Phillips Financial Management’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Phillips Financial 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
-80,145
Closed -$1.92M – 279
2024
Q3 		$1.92M Buy
80,145
+857
+1% +$20.5K 0.15% 85
2024
Q2 		$1.9M Sell
79,288
-20,000
-20% -$478K 0.16% 86
2024
Q1 		$2.38M Buy
99,288
+2,905
+3% +$69.4K 0.19% 77
2023
Q4 		$2.3M Buy
96,383
+40,046
+71% +$954K 0.2% 79
2023
Q3 		$1.34M Buy
56,337
+1,939
+4% +$46.1K 0.13% 86
2023
Q2 		$1.29M Buy
54,398
+3,583
+7% +$85.6K 0.12% 88
2023
Q1 		$1.22M Buy
50,815
+43,542
+599% +$1.04M 0.12% 89
2022
Q4 		$173K Buy
+7,273
New +$174K 0.02% 155

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

Phillips Financial Management's IBTE Position: Q4 2024 in Review

Phillips Financial Management sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 80,145 shares — an estimated $1.92M sold.

Phillips Financial Management first reported a position in IBTE in Q4 2022 and held it in 8 quarters. The position peaked at $2.38M in Q1 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Phillips Financial Management reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Phillips Financial Management sold 80,145 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $1.92M.
  • Phillips Financial Management first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2022 and held it in 8 quarters.
  • Phillips Financial Management's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $2.38M in Q1 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

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