BSB
USRT icon

Bangor Savings Bank’s iShares Core US REIT ETF USRT Stock Holding History

Bangor Savings Bank’s Portfolio USRT Stock Details USRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$211K Buy
3,170
+950
+43% +$61.2K 0.02% 202
2026
Q1 		$131K Hold
2,220
– – 0.01% 221
2025
Q4 		$126K Hold
2,220
– – 0.01% 225
2025
Q3 		$130K Hold
2,220
– – 0.01% 227
2025
Q2 		$126K Buy
2,220
+740
+50% +$41.5K 0.01% 230
2025
Q1 		$85.2K Buy
+1,480
New +$85.7K 0.01% 254

Other funds holding USRT

CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
SRSA
S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
MWP
Moller Wealth Partners $553M AUM 19.85% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CM
Cornerstone Management Duluth, Georgia $695M AUM 12.92% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
CNBT
Canandaigua National Bank & Trust Canandaigua, New York $1.19B AUM

Bangor Savings Bank's USRT Position: Q2 2026 in Review

Bangor Savings Bank increased its iShares Core US REIT ETF (USRT) stake by 43% in Q2 2026, buying an estimated $61.2K and bringing the position to 3,170 shares worth $211K. The position accounts for 0.02% of the portfolio, ranked #202.

Bangor Savings Bank first reported a position in USRT in Q1 2025 and has held it in 6 quarters since. 69 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Bangor Savings Bank held 3,170 shares of iShares Core US REIT ETF worth $211K as of Q2 2026.
  • Bangor Savings Bank bought 950 iShares Core US REIT ETF shares in Q2 2026, an estimated $61.2K.
  • iShares Core US REIT ETF made up 0.02% of Bangor Savings Bank's portfolio in Q2 2026, its #202 holding.
  • Bangor Savings Bank first reported a position in iShares Core US REIT ETF in Q1 2025 and has held it in 6 quarters since.
  • 69 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Bangor Savings Bank's 13F filing for Q2 2026, filed 6 Jul 2026.