SG
IBTE

Strid Group’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Strid Group’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
-8,350
Closed -$200K – 63
2024
Q3 		$200K Sell
8,350
-4,081
-33% -$97.7K 0.03% 57
2024
Q2 		$298K Sell
12,431
-6,236
-33% -$149K 0.05% 48
2024
Q1 		$447K Buy
18,667
+136
+0.7% +$3.25K 0.08% 39
2023
Q4 		$442K Buy
18,531
+271
+1% +$6.46K 0.09% 37
2023
Q3 		$435K Buy
18,260
+132
+0.7% +$3.14K 0.09% 35
2023
Q2 		$431K Hold
18,128
– – 0.09% 37
2023
Q1 		$435K Buy
+18,128
New +$433K 0.1% 36

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

Strid Group's IBTE Position: Q4 2024 in Review

Strid Group sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 8,350 shares — an estimated $200K sold.

Strid Group first reported a position in IBTE in Q1 2023 and held it in 7 quarters. The position peaked at $447K in Q1 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Strid Group reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Strid Group sold 8,350 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $200K.
  • Strid Group first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q1 2023 and held it in 7 quarters.
  • Strid Group's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $447K in Q1 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Strid Group's 13F filing for Q4 2024, filed 28 Jan 2025.