All Terrain Financial Advisors’s iShares US Infrastructure ETF IFRA Stock Holding History

All Terrain Financial Advisors’s Portfolio IFRA Stock Details IFRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-5,551	Closed	-$224K	–	95
2023 Q4	$224K	Sell	5,551 -100	-2%	-$3.72K	0.08%	77
2023 Q3	$207K	Hold	5,651	–	–	0.09%	78
2023 Q2	$221K	Hold	5,651	–	–	0.08%	75
2023 Q1	$211K	Sell	5,651 -565	-9%	-$21.3K	0.09%	76
2022 Q4	$225K	Sell	6,216 -639	-9%	-$22.9K	0.1%	76
2022 Q3	$221K	Hold	6,855	–	–	0.1%	70
2022 Q2	$233K	Sell	6,855 -285	-4%	-$10.5K	0.1%	71
2022 Q1	$278K	Hold	7,140	–	–	0.11%	69
2021 Q4	$273K	Sell	7,140 -35	-0.5%	-$1.28K	0.11%	65
2021 Q3	$245K	Sell	7,175 -598	-8%	-$21.3K	0.11%	69
2021 Q2	$274K	Buy	+7,773	New	+$278K	0.13%	66

Other funds holding IFRA

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.28% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

All Terrain Financial Advisors's IFRA Position: Q1 2024 in Review

All Terrain Financial Advisors sold out of iShares US Infrastructure ETF (IFRA) in Q1 2024, closing a stake of 5,551 shares — an estimated $224K sold.

All Terrain Financial Advisors first reported a position in IFRA in Q2 2021 and held it in 11 quarters. The position peaked at $278K in Q1 2022. 392 funds tracked by Wall St. Rank hold IFRA as of Q1 2024.

All Terrain Financial Advisors reported no remaining iShares US Infrastructure ETF position as of Q1 2024 after selling out during the quarter.
All Terrain Financial Advisors sold 5,551 iShares US Infrastructure ETF shares in Q1 2024, an estimated $224K.
All Terrain Financial Advisors first reported a position in iShares US Infrastructure ETF in Q2 2021 and held it in 11 quarters.
All Terrain Financial Advisors's iShares US Infrastructure ETF position peaked at $278K in Q1 2022.
392 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2024.

Based on All Terrain Financial Advisors's 13F filing for Q1 2024, filed 15 May 2024.