SWP
IBTE

Summit Wealth Partners’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Summit Wealth Partners’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
-49,672
Closed -$1.19M – 240
2024
Q3 		$1.19M Sell
49,672
-2,427
-5% -$58.1K 0.23% 81
2024
Q2 		$1.25M Sell
52,099
-44,243
-46% -$1.06M 0.26% 72
2024
Q1 		$2.31M Sell
96,342
-659
-0.7% -$15.8K 0.49% 40
2023
Q4 		$2.31M Buy
97,001
+9,848
+11% +$235K 0.54% 39
2023
Q3 		$2.08M Buy
87,153
+22,854
+36% +$544K 0.53% 40
2023
Q2 		$1.53M Buy
64,299
+8,467
+15% +$202K 0.38% 46
2023
Q1 		$1.34M Buy
55,832
+32,564
+140% +$778K 0.34% 51
2022
Q4 		$555K Buy
+23,268
New +$555K 0.15% 98

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

Summit Wealth Partners's IBTE Position: Q4 2024 in Review

Summit Wealth Partners sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 49,672 shares — an estimated $1.19M sold.

Summit Wealth Partners first reported a position in IBTE in Q4 2022 and held it in 8 quarters. The position peaked at $2.31M in Q4 2023. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Summit Wealth Partners reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Summit Wealth Partners sold 49,672 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $1.19M.
  • Summit Wealth Partners first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2022 and held it in 8 quarters.
  • Summit Wealth Partners's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $2.31M in Q4 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Summit Wealth Partners's 13F filing for Q4 2024, filed 27 Jan 2025.