RW
IBTE

REDW Wealth’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

REDW Wealth’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
-17,255
Closed -$414K – 168
2024
Q3 		$414K Sell
17,255
-210
-1% -$5.03K 0.11% 106
2024
Q2 		$419K Buy
17,465
+1,672
+11% +$40K 0.11% 101
2024
Q1 		$378K Sell
15,793
-1,037
-6% -$24.8K 0.1% 105
2023
Q4 		$402K Buy
16,830
+8,195
+95% +$195K 0.12% 96
2023
Q3 		$206K Buy
+8,635
New +$205K 0.06% 136

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

REDW Wealth's IBTE Position: Q4 2024 in Review

REDW Wealth sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 17,255 shares — an estimated $414K sold.

REDW Wealth first reported a position in IBTE in Q3 2023 and held it in 5 quarters. The position peaked at $419K in Q2 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • REDW Wealth reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • REDW Wealth sold 17,255 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $414K.
  • REDW Wealth first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q3 2023 and held it in 5 quarters.
  • REDW Wealth's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $419K in Q2 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on REDW Wealth's 13F filing for Q4 2024, filed 7 Feb 2025.