Alaethes Wealth’s iShares US Home Construction ETF ITB Stock Holding History

Alaethes Wealth’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 Q2	–	Sell	-325	Closed	-$19K	–	201
2022 Q1	$19K	Hold	325	–	–	0.01%	175
2021 Q4	$27K	Hold	325	–	–	0.02%	156
2021 Q3	$22K	Buy	325 +13	+4%	+$916	0.02%	154
2021 Q2	$22K	Buy	+312	New	+$22.1K	0.02%	153

Other funds holding ITB

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

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

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Alaethes Wealth's ITB Position: Q2 2022 in Review

Alaethes Wealth sold out of iShares US Home Construction ETF (ITB) in Q2 2022, closing a stake of 325 shares — an estimated $19K sold.

Alaethes Wealth first reported a position in ITB in Q2 2021 and held it in 4 quarters. The position peaked at $27K in Q4 2021. 240 funds tracked by Wall St. Rank hold ITB as of Q2 2022.

Alaethes Wealth reported no remaining iShares US Home Construction ETF position as of Q2 2022 after selling out during the quarter.
Alaethes Wealth sold 325 iShares US Home Construction ETF shares in Q2 2022, an estimated $19K.
Alaethes Wealth first reported a position in iShares US Home Construction ETF in Q2 2021 and held it in 4 quarters.
Alaethes Wealth's iShares US Home Construction ETF position peaked at $27K in Q4 2021.
240 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2022.

Based on Alaethes Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.