WBC
IBTE

West Branch Capital’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

West Branch Capital’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
-1,500
Closed -$36K – 628
2024
Q3 		$36K Hold
1,500
– – 0.01% 174
2024
Q2 		$36K Hold
1,500
– – 0.01% 180
2024
Q1 		$35.9K Hold
1,500
– – 0.01% 183
2023
Q4 		$35.8K Hold
1,500
– – 0.02% 185
2023
Q3 		$35.8K Hold
1,500
– – 0.02% 184
2023
Q2 		$35.7K Hold
1,500
– – 0.02% 192
2023
Q1 		$36K Hold
1,500
– – 0.02% 192
2022
Q4 		$35.8K Buy
+1,500
New +$35.8K 0.02% 185

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

West Branch Capital's IBTE Position: Q4 2024 in Review

West Branch Capital sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 1,500 shares — an estimated $36K sold.

West Branch Capital first reported a position in IBTE in Q4 2022 and held it in 8 quarters. The position peaked at $36K in Q1 2023. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • West Branch Capital reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • West Branch Capital sold 1,500 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $36K.
  • West Branch Capital first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q4 2022 and held it in 8 quarters.
  • West Branch Capital's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $36K in Q1 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on West Branch Capital's 13F filing for Q4 2024, filed 17 Jan 2025.