SWMG
IBTE

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

Signature Wealth Management Group’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
-18,724
Closed -$449K – 110
2024
Q3 		$449K Sell
18,724
-167
-0.9% -$4K 0.18% 84
2024
Q2 		$453K Buy
18,891
+222
+1% +$5.31K 0.2% 83
2024
Q1 		$447K Buy
18,669
+3,413
+22% +$81.6K 0.2% 84
2023
Q4 		$364K Buy
+15,256
New +$364K 0.17% 86

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

Signature Wealth Management Group's IBTE Position: Q4 2024 in Review

Signature Wealth Management Group sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 18,724 shares — an estimated $449K sold.

Signature Wealth Management Group first reported a position in IBTE in Q4 2023 and held it in 4 quarters. The position peaked at $453K in Q2 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Signature Wealth Management Group reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Signature Wealth Management Group sold 18,724 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $449K.
  • Signature Wealth Management Group first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2023 and held it in 4 quarters.
  • Signature Wealth Management Group's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $453K in Q2 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Signature Wealth Management Group's 13F filing for Q4 2024, filed 10 Feb 2025.