TPCM
IBTE

Templeton & Phillips Capital Management’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Templeton & Phillips Capital 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
-7,200
Closed -$173K – 55
2024
Q3 		$173K Hold
7,200
– – 0.13% 43
2024
Q2 		$173K Hold
7,200
– – 0.15% 38
2024
Q1 		$172K Hold
7,200
– – 0.16% 32
2023
Q4 		$172K Buy
+7,200
New +$172K 0.18% 23

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

Templeton & Phillips Capital Management's IBTE Position: Q4 2024 in Review

Templeton & Phillips Capital Management sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 7,200 shares — an estimated $173K sold.

Templeton & Phillips Capital Management first reported a position in IBTE in Q4 2023 and held it in 4 quarters. The position peaked at $173K in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Templeton & Phillips Capital Management reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Templeton & Phillips Capital Management sold 7,200 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $173K.
  • Templeton & Phillips Capital Management first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2023 and held it in 4 quarters.
  • Templeton & Phillips Capital Management's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $173K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Templeton & Phillips Capital Management's 13F filing for Q4 2024, filed 11 Feb 2025.