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Balboa Wealth Partners’s iShares US Infrastructure ETF IFRA Stock Holding History

Balboa Wealth Partners’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
2026
Q2 		$805K Buy
12,766
+616
+5% +$37.6K 0.11% 158
2026
Q1 		$695K Buy
12,150
+2,204
+22% +$127K 0.12% 151
2025
Q4 		$523K Buy
9,946
+3,767
+61% +$199K 0.09% 186
2025
Q3 		$326K Sell
6,179
-32
-0.5% -$1.64K 0.06% 257
2025
Q2 		$306K Buy
6,211
+19
+0.3% +$884 0.06% 245
2025
Q1 		$279K Buy
6,192
+29
+0.5% +$1.35K 0.07% 212
2024
Q4 		$285K Buy
6,163
+24
+0.4% +$1.16K 0.07% 222
2024
Q3 		$288K Sell
6,139
-5,429
-47% -$242K 0.07% 192
2024
Q2 		$487K Buy
11,568
+5,460
+89% +$235K 0.13% 137
2024
Q1 		$265K Sell
6,108
-3,454
-36% -$139K 0.08% 178
2023
Q4 		$385K Sell
9,562
-697
-7% -$26K 0.13% 130
2023
Q3 		$375K Buy
10,259
+12
+0.1% +$467 0.14% 123
2023
Q2 		$400K Sell
10,247
-2,121
-17% -$79.2K 0.14% 130
2023
Q1 		$462K Sell
12,368
-2,973
-19% -$112K 0.17% 116
2022
Q4 		$556K Buy
15,341
+6,553
+75% +$235K 0.25% 100
2022
Q3 		$283K Buy
+8,788
New +$317K 0.12% 145

Other funds holding IFRA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Treasurer of the State of North Carolina
Treasurer of the State of North Carolina Raleigh, North Carolina $38.8B AUM 40.77% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Balboa Wealth Partners's IFRA Position: Q2 2026 in Review

Balboa Wealth Partners increased its iShares US Infrastructure ETF (IFRA) stake by 5.1% in Q2 2026, buying an estimated $37.6K and bringing the position to 12,766 shares worth $805K. The position accounts for 0.11% of the portfolio, ranked #158.

Balboa Wealth Partners first reported a position in IFRA in Q3 2022 and has held it in 16 quarters since. 427 funds tracked by Wall St. Rank hold IFRA as of Q2 2026.

  • Balboa Wealth Partners held 12,766 shares of iShares US Infrastructure ETF worth $805K as of Q2 2026.
  • Balboa Wealth Partners bought 616 iShares US Infrastructure ETF shares in Q2 2026, an estimated $37.6K.
  • iShares US Infrastructure ETF made up 0.11% of Balboa Wealth Partners's portfolio in Q2 2026, its #158 holding.
  • Balboa Wealth Partners first reported a position in iShares US Infrastructure ETF in Q3 2022 and has held it in 16 quarters since.
  • 427 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.