Stonebridge Financial Planning Group’s iShares US Home Construction ETF ITB Stock Holding History

Stonebridge Financial Planning Group’s Portfolio ITB Stock Details ITB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,745	Closed	-$402K	–	174
2025 Q3	$402K	Sell	3,745 -5,105	-58%	-$538K	0.15%	129
2025 Q2	$825K	Sell	8,850 -5,831	-40%	-$533K	0.34%	85
2025 Q1	$1.4M	Sell	14,681 -425	-3%	-$43.2K	0.64%	49
2024 Q4	$1.56M	Buy	15,106 +756	+5%	+$89.7K	0.7%	44
2024 Q3	$1.82M	Buy	14,350 +96	+0.7%	+$11.1K	0.87%	35
2024 Q2	$1.44M	Buy	14,254 +7,417	+108%	+$784K	0.72%	42
2024 Q1	$792K	Buy	+6,837	New	+$717K	0.42%	68

Other funds holding ITB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Stonebridge Financial Planning Group's ITB Position: Q4 2025 in Review

Stonebridge Financial Planning Group sold out of iShares US Home Construction ETF (ITB) in Q4 2025, closing a stake of 3,745 shares — an estimated $402K sold.

Stonebridge Financial Planning Group first reported a position in ITB in Q1 2024 and held it in 7 quarters. The position peaked at $1.82M in Q3 2024. 358 funds tracked by Wall St. Rank hold ITB as of Q4 2025.

Stonebridge Financial Planning Group reported no remaining iShares US Home Construction ETF position as of Q4 2025 after selling out during the quarter.
Stonebridge Financial Planning Group sold 3,745 iShares US Home Construction ETF shares in Q4 2025, an estimated $402K.
Stonebridge Financial Planning Group first reported a position in iShares US Home Construction ETF in Q1 2024 and held it in 7 quarters.
Stonebridge Financial Planning Group's iShares US Home Construction ETF position peaked at $1.82M in Q3 2024.
358 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q4 2025.

Based on Stonebridge Financial Planning Group's 13F filing for Q4 2025, filed 5 Feb 2026.