FWTB
IBTE

First Western Trust Bank’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

First Western Trust Bank’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
-1,051,583
Closed -$25.2M – 212
2024
Q3 		$25.2M Sell
1,051,583
-306,754
-23% -$7.35M 1.13% 10
2024
Q2 		$32.6M Buy
1,358,337
+130,201
+11% +$3.11M 1.55% 8
2024
Q1 		$29.4M Buy
+1,228,136
New +$29.4M 1.34% 8

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

First Western Trust Bank's IBTE Position: Q4 2024 in Review

First Western Trust Bank sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 1,051,583 shares — an estimated $25.2M sold.

First Western Trust Bank first reported a position in IBTE in Q1 2024 and held it in 3 quarters. The position peaked at $32.6M in Q2 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • First Western Trust Bank reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • First Western Trust Bank sold 1,051,583 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $25.2M.
  • First Western Trust Bank first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q1 2024 and held it in 3 quarters.
  • First Western Trust Bank's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $32.6M in Q2 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on First Western Trust Bank's 13F filing for Q4 2024, filed 13 Feb 2025.