1834 Investment Advisors’s iShares US Home Construction ETF ITB Stock Holding History

1834 Investment Advisors’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
2022 Q3	–	Sell	-596	Closed	-$31K	–	327
2022 Q2	$31K	Hold	596	–	–	﹤0.01%	307
2022 Q1	$35K	Hold	596	–	–	﹤0.01%	271
2021 Q4	$49K	Hold	596	–	–	0.01%	261
2021 Q3	$39K	Hold	596	–	–	﹤0.01%	282
2021 Q2	$41K	Sell	596 -298	-33%	-$21.1K	0.01%	285
2021 Q1	$61K	Buy	894 +143	+19%	+$8.82K	0.01%	259
2020 Q4	$42K	Sell	751 -941	-56%	-$53K	0.01%	274
2020 Q3	$96K	Buy	1,692 +136	+9%	+$7.11K	0.01%	226
2020 Q2	$69K	Sell	1,556 -26,402	-94%	-$1.01M	0.01%	226
2020 Q1	$809K	Buy	+27,958	New	+$1.2M	0.15%	89

Other funds holding ITB

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

1834 Investment Advisors's ITB Position: Q3 2022 in Review

1834 Investment Advisors sold out of iShares US Home Construction ETF (ITB) in Q3 2022, closing a stake of 596 shares — an estimated $31K sold.

1834 Investment Advisors first reported a position in ITB in Q1 2020 and held it in 10 quarters. The position peaked at $809K in Q1 2020. 224 funds tracked by Wall St. Rank hold ITB as of Q3 2022.

1834 Investment Advisors reported no remaining iShares US Home Construction ETF position as of Q3 2022 after selling out during the quarter.
1834 Investment Advisors sold 596 iShares US Home Construction ETF shares in Q3 2022, an estimated $31K.
1834 Investment Advisors first reported a position in iShares US Home Construction ETF in Q1 2020 and held it in 10 quarters.
1834 Investment Advisors's iShares US Home Construction ETF position peaked at $809K in Q1 2020.
224 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q3 2022.

Based on 1834 Investment Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.