SWM
IBTE

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

Scissortail Wealth 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
-563
Closed -$18.3M – 130
2024
Q3 		$18.3M Sell
563
-686,006
-100% -$16.4M 4.43% 3
2024
Q2 		$16.5M Buy
686,569
+1,642
+0.2% +$39.3K 4.19% 3
2024
Q1 		$16.4M Buy
684,927
+3,134
+0.5% +$74.9K 4.33% 2
2023
Q4 		$16.3M Buy
681,793
+15,763
+2% +$376K 5.17% 2
2023
Q3 		$15.9M Buy
666,030
+10,133
+2% +$241K 12.49% 1
2023
Q2 		$15.6M Buy
655,897
+169,092
+35% +$4.04M 12.8% 1
2023
Q1 		$11.7M Sell
486,805
-5,028
-1% -$120K 10.53% 1
2022
Q4 		$11.7M Buy
+491,833
New +$11.7M 6.78% 1

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.31B AUM 24.92% 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

Scissortail Wealth Management's IBTE Position: Q4 2024 in Review

Scissortail Wealth Management sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 563 shares — an estimated $18.3M sold.

Scissortail Wealth Management first reported a position in IBTE in Q4 2022 and held it in 8 quarters. The position peaked at $18.3M in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Scissortail Wealth Management reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Scissortail Wealth Management sold 563 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $18.3M.
  • Scissortail Wealth Management first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2022 and held it in 8 quarters.
  • Scissortail Wealth Management's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $18.3M in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Scissortail Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.