WealthBridge Capital Management’s iShares US Home Construction ETF ITB Stock Holding History

WealthBridge Capital Management’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
2023 Q4	–	Sell	-5,109	Closed	-$401K	–	186
2023 Q3	$401K	Sell	5,109 -268	-5%	-$22.8K	0.17%	99
2023 Q2	$459K	Buy	+5,377	New	+$409K	0.18%	96
2019 Q2	–	Sell	-350	Closed	-$13K	–	481
2019 Q1	$13K	Hold	350	–	–	0.01%	516
2018 Q4	$11K	Buy	+350	New	+$11K	0.01%	508

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

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

APTFM

AGUR Provident & Training Funds Management Tel Aviv, Israel $264M AUM 15.37% 1-Year Est. Return

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

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

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

WealthBridge Capital Management's ITB Position: Q4 2023 in Review

WealthBridge Capital Management sold out of iShares US Home Construction ETF (ITB) in Q4 2023, closing a stake of 5,109 shares — an estimated $401K sold.

WealthBridge Capital Management first reported a position in ITB in Q4 2018 and held it in 4 quarters. The position peaked at $459K in Q2 2023. 321 funds tracked by Wall St. Rank hold ITB as of Q4 2023.

WealthBridge Capital Management reported no remaining iShares US Home Construction ETF position as of Q4 2023 after selling out during the quarter.
WealthBridge Capital Management sold 5,109 iShares US Home Construction ETF shares in Q4 2023, an estimated $401K.
WealthBridge Capital Management first reported a position in iShares US Home Construction ETF in Q4 2018 and held it in 4 quarters.
WealthBridge Capital Management's iShares US Home Construction ETF position peaked at $459K in Q2 2023.
321 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q4 2023.

Based on WealthBridge Capital Management's 13F filing for Q4 2023, filed 12 Feb 2024.