PGAM
IBTE

Princeton Global Asset Management’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Princeton Global Asset 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
-6,427
Closed -$154K – 690
2024
Q3 		$154K Buy
6,427
+38
+0.6% +$910 0.03% 202
2024
Q2 		$153K Buy
6,389
+35
+0.6% +$837 0.03% 191
2024
Q1 		$152K Buy
6,354
+2,372
+60% +$56.7K 0.04% 173
2023
Q4 		$95K Buy
3,982
+232
+6% +$5.53K 0.02% 202
2023
Q3 		$89.4K Buy
3,750
+2,100
+127% +$50K 0.03% 199
2023
Q2 		$39.3K Hold
1,650
– – 0.01% 275
2023
Q1 		$39.6K Buy
+1,650
New +$39.4K 0.01% 281

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

Princeton Global Asset Management's IBTE Position: Q4 2024 in Review

Princeton Global Asset Management sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 6,427 shares — an estimated $154K sold.

Princeton Global Asset Management first reported a position in IBTE in Q1 2023 and held it in 7 quarters. The position peaked at $154K in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Princeton Global Asset Management reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Princeton Global Asset Management sold 6,427 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $154K.
  • Princeton Global Asset Management first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q1 2023 and held it in 7 quarters.
  • Princeton Global Asset Management's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $154K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Princeton Global Asset Management's 13F filing for Q4 2024, filed 24 Jan 2025.