Bank Julius Baer & Co
ITB icon

Bank Julius Baer & Co’s iShares US Home Construction ETF ITB Stock Holding History

Bank Julius Baer & Co’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
2022
Q1 		– Sell
-8,000
Closed -$663K – 691
2021
Q4 		$663K Buy
8,000
+2
+0% +$151 ﹤0.01% 390
2021
Q3 		$529K Sell
7,998
-1
-0% -$70 ﹤0.01% 422
2021
Q2 		$554K Sell
7,999
-178
-2% -$12.6K ﹤0.01% 439
2021
Q1 		$555K Buy
8,177
+184
+2% +$11.4K ﹤0.01% 429
2020
Q4 		$446K Sell
7,993
-7
-0.1% -$394 ﹤0.01% 467
2020
Q3 		$453K Buy
+8,000
New +$418K ﹤0.01% 395

Other funds holding ITB

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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

Bank Julius Baer & Co's ITB Position: Q1 2022 in Review

Bank Julius Baer & Co sold out of iShares US Home Construction ETF (ITB) in Q1 2022, closing a stake of 8,000 shares — an estimated $663K sold.

Bank Julius Baer & Co first reported a position in ITB in Q3 2020 and held it in 6 quarters. The position peaked at $663K in Q4 2021. 273 funds tracked by Wall St. Rank hold ITB as of Q1 2022.

  • Bank Julius Baer & Co reported no remaining iShares US Home Construction ETF position as of Q1 2022 after selling out during the quarter.
  • Bank Julius Baer & Co sold 8,000 iShares US Home Construction ETF shares in Q1 2022, an estimated $663K.
  • Bank Julius Baer & Co first reported a position in iShares US Home Construction ETF in Q3 2020 and held it in 6 quarters.
  • Bank Julius Baer & Co's iShares US Home Construction ETF position peaked at $663K in Q4 2021.
  • 273 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2022.

Based on Bank Julius Baer & Co's 13F filing for Q1 2022, filed 9 May 2022.