SB
IBTE

Strategic Blueprint’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Strategic Blueprint’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
-199,232
Closed -$4.78M – 724
2024
Q3 		$4.78M Sell
199,232
-37,168
-16% -$890K 0.3% 81
2024
Q2 		$5.67M Sell
236,400
-55,886
-19% -$1.34M 0.39% 63
2024
Q1 		$7M Buy
292,286
+49,321
+20% +$1.18M 0.5% 51
2023
Q4 		$5.8M Buy
242,965
+139,232
+134% +$3.32M 0.48% 49
2023
Q3 		$2.47M Sell
103,733
-316
-0.3% -$7.52K 0.23% 99
2023
Q2 		$2.48M Sell
104,049
-134,358
-56% -$3.21M 0.24% 94
2023
Q1 		$5.72M Buy
238,407
+123,208
+107% +$2.94M 0.59% 38
2022
Q4 		$2.75M Buy
115,199
+91,696
+390% +$2.19M 0.32% 80
2022
Q3 		$563K Buy
23,503
+11,645
+98% +$282K 0.07% 264
2022
Q2 		$290K Buy
+11,858
New +$290K 0.04% 383

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

Strategic Blueprint's IBTE Position: Q4 2024 in Review

Strategic Blueprint sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 199,232 shares — an estimated $4.78M sold.

Strategic Blueprint first reported a position in IBTE in Q2 2022 and held it in 10 quarters. The position peaked at $7M in Q1 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Strategic Blueprint reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Strategic Blueprint sold 199,232 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $4.78M.
  • Strategic Blueprint first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q2 2022 and held it in 10 quarters.
  • Strategic Blueprint's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $7M in Q1 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Strategic Blueprint's 13F filing for Q4 2024, filed 23 Jan 2025.