SWM
IBTE

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

Spire 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
-1,400
Closed -$33.6K – 2531
2024
Q3 		$33.6K Sell
1,400
-3,138
-69% -$75.1K ﹤0.01% 1265
2024
Q2 		$109K Hold
4,538
– – ﹤0.01% 872
2024
Q1 		$109K Buy
4,538
+3,138
+224% +$75K ﹤0.01% 971
2023
Q4 		$33.5K Hold
1,400
– – ﹤0.01% 1336
2023
Q3 		$33.4K Sell
1,400
-625
-31% -$14.9K ﹤0.01% 1321
2023
Q2 		$48.2K Hold
2,025
– – ﹤0.01% 1214
2023
Q1 		$48.6K Buy
2,025
+625
+45% +$14.9K ﹤0.01% 1218
2022
Q4 		$33K Buy
+1,400
New +$33.4K ﹤0.01% 1159

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

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

Spire Wealth Management sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 1,400 shares — an estimated $33.6K sold.

Spire Wealth Management first reported a position in IBTE in Q4 2022 and held it in 8 quarters. The position peaked at $109K in Q2 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Spire Wealth Management reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Spire Wealth Management sold 1,400 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $33.6K.
  • Spire Wealth Management first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2022 and held it in 8 quarters.
  • Spire Wealth Management's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $109K in Q2 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Spire Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.