KSB
IBTE

Kennebec Savings Bank’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Kennebec Savings 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
-1,713
Closed -$41.1K – 278
2024
Q3 		$41.1K Buy
+1,713
New +$41K 0.04% 164

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 $1.17B 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

Kennebec Savings Bank's IBTE Position: Q4 2024 in Review

Kennebec Savings Bank sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 1,713 shares — an estimated $41.1K sold.

Kennebec Savings Bank first reported a position in IBTE in Q3 2024 and held it in 1 quarter. The position peaked at $41.1K in Q3 2024. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Kennebec Savings Bank reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Kennebec Savings Bank sold 1,713 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $41.1K.
  • Kennebec Savings Bank first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q3 2024 and held it in 1 quarter.
  • Kennebec Savings Bank's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $41.1K in Q3 2024.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Kennebec Savings Bank's 13F filing for Q4 2024, filed 23 Jan 2025.