PA
IBTE

PSI Advisors’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

PSI Advisors’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
-288,235
Closed -$6.92M – 915
2024
Q3 		$6.92M Buy
288,235
+6,173
+2% +$148K 2.03% 13
2024
Q2 		$6.76M Buy
282,062
+116,516
+70% +$2.79M 2.14% 13
2024
Q1 		$3.96M Buy
165,546
+67,173
+68% +$1.61M 1.43% 16
2023
Q4 		$2.35M Buy
98,373
+21,162
+27% +$504K 0.88% 26
2023
Q3 		$1.84M Buy
77,211
+17,705
+30% +$421K 0.8% 27
2023
Q2 		$1.42M Buy
59,506
+10,760
+22% +$257K 0.62% 32
2023
Q1 		$1.17M Buy
48,746
+37,566
+336% +$897K 0.57% 34
2022
Q4 		$267K Buy
+11,180
New +$267K 0.14% 95

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

PSI Advisors's IBTE Position: Q4 2024 in Review

PSI Advisors sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 288,235 shares — an estimated $6.92M sold.

PSI Advisors first reported a position in IBTE in Q4 2022 and held it in 8 quarters. The position peaked at $6.92M in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • PSI Advisors reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • PSI Advisors sold 288,235 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $6.92M.
  • PSI Advisors first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2022 and held it in 8 quarters.
  • PSI Advisors's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $6.92M in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on PSI Advisors's 13F filing for Q4 2024, filed 13 Jan 2025.