TFS
IBTE

Thoroughbred Financial Services’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Thoroughbred Financial Services’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
-19,393
Closed -$465K – 725
2024
Q3 		$465K Buy
19,393
+111
+0.6% +$2.66K 0.03% 409
2024
Q2 		$462K Buy
19,282
+1,806
+10% +$43.2K 0.03% 398
2024
Q1 		$418K Sell
17,476
-2,162
-11% -$51.7K 0.04% 317
2023
Q4 		$468K Buy
19,638
+8,765
+81% +$209K 0.04% 369
2023
Q3 		$259K Buy
+10,873
New +$259K 0.03% 477
2023
Q1 		– Sell
-5,982
Closed -$142K – 419
2022
Q4 		$142K Buy
+5,982
New +$143K 0.02% 379

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

Thoroughbred Financial Services's IBTE Position: Q4 2024 in Review

Thoroughbred Financial Services sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 19,393 shares — an estimated $465K sold.

Thoroughbred Financial Services first reported a position in IBTE in Q4 2022 and held it in 6 quarters. The position peaked at $468K in Q4 2023. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Thoroughbred Financial Services reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Thoroughbred Financial Services sold 19,393 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $465K.
  • Thoroughbred Financial Services first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2022 and held it in 6 quarters.
  • Thoroughbred Financial Services's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $468K in Q4 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Thoroughbred Financial Services's 13F filing for Q4 2024, filed 12 Feb 2025.