RW
IBTE

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

RVW 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
-25,565
Closed -$614K – 158
2024
Q3 		$614K Buy
+25,565
New +$612K 0.06% 84

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

RVW Wealth's IBTE Position: Q4 2024 in Review

RVW Wealth sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 25,565 shares — an estimated $614K sold.

RVW Wealth first reported a position in IBTE in Q3 2024 and held it in 1 quarter. The position peaked at $614K in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • RVW Wealth reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • RVW Wealth sold 25,565 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $614K.
  • RVW Wealth first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q3 2024 and held it in 1 quarter.
  • RVW Wealth's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $614K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on RVW Wealth's 13F filing for Q4 2024, filed 23 Jan 2025.