SPWM
IBTE

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

Straight Path 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
-17,348
Closed -$416K – 104
2024
Q3 		$416K Sell
17,348
-903
-5% -$21.6K 0.18% 57
2024
Q2 		$438K Sell
18,251
-973
-5% -$23.3K 0.22% 54
2024
Q1 		$460K Buy
19,224
+1,482
+8% +$35.4K 0.26% 47
2023
Q4 		$423K Buy
+17,742
New +$423K 0.25% 49

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 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