B, B, H, & B Inc’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

B, B, H, & B Inc’s Portfolio ITOT Stock Details ITOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$1.45M	Sell	14,328 -26,403	-65%	-$2.63M	1.36%	17
2021 Q4	$4.36M	Buy	40,731 +2,103	+5%	+$220K	3.63%	11
2021 Q3	$3.8M	Sell	38,628 -16,486	-30%	-$1.67M	3.46%	12
2021 Q2	$5.44M	Buy	55,114 +2,614	+5%	+$251K	5.29%	6
2021 Q1	$4.81M	Sell	52,500 -27,015	-34%	-$2.42M	5%	8
2020 Q4	$6.86M	Buy	+79,515	New	+$6.44M	5.91%	5

Other funds holding ITOT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TAIM

TD Ameritrade Investment Management Omaha, Nebraska $9.4B AUM 7.2% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFRM

Milliman Financial Risk Management Chicago, Illinois $6.4B AUM 12.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

B, B, H, & B Inc's ITOT Position: Q1 2022 in Review

B, B, H, & B Inc reduced its iShares Core S&P Total US Stock Market ETF (ITOT) stake by 65% in Q1 2022, selling an estimated $2.63M and leaving 14,328 shares worth $1.45M. The position accounts for 1.36% of the portfolio, ranked #17.

B, B, H, & B Inc first reported a position in ITOT in Q4 2020 and has held it in 6 quarters since. The position peaked at $6.86M in Q4 2020. 1,001 funds tracked by Wall St. Rank hold ITOT as of Q1 2022.

B, B, H, & B Inc held 14,328 shares of iShares Core S&P Total US Stock Market ETF worth $1.45M as of Q1 2022.
B, B, H, & B Inc sold 26,403 iShares Core S&P Total US Stock Market ETF shares in Q1 2022, an estimated $2.63M.
iShares Core S&P Total US Stock Market ETF made up 1.36% of B, B, H, & B Inc's portfolio in Q1 2022, its #17 holding.
B, B, H, & B Inc first reported a position in iShares Core S&P Total US Stock Market ETF in Q4 2020 and has held it in 6 quarters since.
B, B, H, & B Inc's iShares Core S&P Total US Stock Market ETF position peaked at $6.86M in Q4 2020.
1,001 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2022.

Based on B, B, H, & B Inc's 13F filing for Q1 2022, filed 10 May 2022.