Aveo Capital Partners’s iShares US Home Construction ETF ITB Stock Holding History

Aveo Capital Partners’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 Q3	–	Sell	-53,921	Closed	-$4.61M	–	344
2023 Q2	$4.61M	Sell	53,921 -2,632	-5%	-$200K	0.58%	54
2023 Q1	$3.98M	Buy	56,553 +18,693	+49%	+$1.26M	0.53%	59
2022 Q4	$2.29M	Buy	+37,860	New	+$2.19M	0.35%	66
2019 Q3	–	Sell	-5,251	Closed	-$202K	–	186
2019 Q2	$202K	Buy	+5,251	New	+$199K	0.09%	177

Other funds holding ITB

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

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

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

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $18.9B AUM 32.24% 1-Year Est. Return

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

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

Qube Research & Technologies (QRT) London, United Kingdom $108B AUM 37.29% 1-Year Est. Return

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Aveo Capital Partners's ITB Position: Q3 2023 in Review

Aveo Capital Partners sold out of iShares US Home Construction ETF (ITB) in Q3 2023, closing a stake of 53,921 shares — an estimated $4.61M sold.

Aveo Capital Partners first reported a position in ITB in Q2 2019 and held it in 4 quarters. The position peaked at $4.61M in Q2 2023. 292 funds tracked by Wall St. Rank hold ITB as of Q3 2023.

Aveo Capital Partners reported no remaining iShares US Home Construction ETF position as of Q3 2023 after selling out during the quarter.
Aveo Capital Partners sold 53,921 iShares US Home Construction ETF shares in Q3 2023, an estimated $4.61M.
Aveo Capital Partners first reported a position in iShares US Home Construction ETF in Q2 2019 and held it in 4 quarters.
Aveo Capital Partners's iShares US Home Construction ETF position peaked at $4.61M in Q2 2023.
292 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q3 2023.

Based on Aveo Capital Partners's 13F filing for Q3 2023, filed 6 Nov 2023.