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 $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 $478M AUM 21.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Straight Path Wealth Management's IBTE Position: Q4 2024 in Review

Straight Path Wealth Management sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 17,348 shares — an estimated $416K sold.

Straight Path Wealth Management first reported a position in IBTE in Q4 2023 and held it in 4 quarters. The position peaked at $460K in Q1 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Straight Path Wealth Management reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Straight Path Wealth Management sold 17,348 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $416K.
  • Straight Path Wealth Management first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2023 and held it in 4 quarters.
  • Straight Path Wealth Management's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $460K in Q1 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Straight Path Wealth Management's 13F filing for Q4 2024, filed 6 Feb 2025.