WA
IBTE

WESPAC Advisors’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

WESPAC Advisors’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
-19,900
Closed -$478K – 185
2024
Q3 		$478K Hold
19,900
– – 0.35% 94
2024
Q2 		$477K Hold
19,900
– – 0.37% 93
2024
Q1 		$476K Hold
19,900
– – 0.28% 107
2023
Q4 		$475K Sell
19,900
-1,460
-7% -$34.8K 0.33% 96
2023
Q3 		$509K Buy
21,360
+730
+4% +$17.4K 0.38% 86
2023
Q2 		$491K Hold
20,630
– – 0.39% 76
2023
Q1 		$495K Buy
+20,630
New +$493K 0.47% 67

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

WESPAC Advisors's IBTE Position: Q4 2024 in Review

WESPAC Advisors sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 19,900 shares — an estimated $478K sold.

WESPAC Advisors first reported a position in IBTE in Q1 2023 and held it in 7 quarters. The position peaked at $509K in Q3 2023. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • WESPAC Advisors reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • WESPAC Advisors sold 19,900 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $478K.
  • WESPAC Advisors first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q1 2023 and held it in 7 quarters.
  • WESPAC Advisors's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $509K in Q3 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on WESPAC Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.