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

Spectrum Wealth Counsel’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	-2,738	Closed	-$65.7K	–	411
2024 Q3	$65.7K	Hold	2,738	–	–	0.01%	161
2024 Q2	$65.7K	Sell	2,738 -42	-2%	-$1K	0.01%	184
2024 Q1	$66.6K	Hold	2,780	–	–	0.01%	195
2023 Q4	$66.3K	Buy	+2,780	New	+$66.2K	0.01%	182

Other funds holding IBTE

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

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Spectrum Wealth Counsel's IBTE Position: Q4 2024 in Review

Spectrum Wealth Counsel sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 2,738 shares — an estimated $65.7K sold.

Spectrum Wealth Counsel first reported a position in IBTE in Q4 2023 and held it in 4 quarters. The position peaked at $66.6K in Q1 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

Spectrum Wealth Counsel reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
Spectrum Wealth Counsel sold 2,738 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $65.7K.
Spectrum Wealth Counsel first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2023 and held it in 4 quarters.
Spectrum Wealth Counsel's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $66.6K in Q1 2024.
5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Spectrum Wealth Counsel's 13F filing for Q4 2024, filed 5 Feb 2025.