Beaumont Capital Management’s iShares US Home Construction ETF ITB Stock Holding History

Beaumont Capital Management’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
2024 Q2	–	Sell	-4,611	Closed	-$534K	–	51
2024 Q1	$534K	Sell	4,611 -85	-2%	-$8.91K	0.39%	39
2023 Q4	$478K	Sell	4,696 -3,074	-40%	-$261K	0.36%	40
2023 Q3	$610K	Sell	7,770 -37,449	-83%	-$3.18M	0.44%	32
2023 Q2	$3.86M	Sell	45,219 -7,191	-14%	-$547K	2.68%	10
2023 Q1	$3.68M	Buy	52,410 +37,144	+243%	+$2.51M	2.56%	10
2022 Q4	$925K	Buy	15,266 +6,857	+82%	+$396K	0.65%	30
2022 Q3	$438K	Buy	8,409 +702	+9%	+$40.4K	0.43%	29
2022 Q2	$404K	Buy	+7,707	New	+$440K	0.33%	26
2021 Q4	–	Sell	-9,162	Closed	-$606K	–	50
2021 Q3	$606K	Buy	+9,162	New	+$646K	0.52%	26

Other funds holding ITB

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Beaumont Capital Management's ITB Position: Q2 2024 in Review

Beaumont Capital Management sold out of iShares US Home Construction ETF (ITB) in Q2 2024, closing a stake of 4,611 shares — an estimated $534K sold.

Beaumont Capital Management first reported a position in ITB in Q3 2021 and held it in 9 quarters. The position peaked at $3.86M in Q2 2023. 322 funds tracked by Wall St. Rank hold ITB as of Q2 2024.

Beaumont Capital Management reported no remaining iShares US Home Construction ETF position as of Q2 2024 after selling out during the quarter.
Beaumont Capital Management sold 4,611 iShares US Home Construction ETF shares in Q2 2024, an estimated $534K.
Beaumont Capital Management first reported a position in iShares US Home Construction ETF in Q3 2021 and held it in 9 quarters.
Beaumont Capital Management's iShares US Home Construction ETF position peaked at $3.86M in Q2 2023.
322 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2024.

Based on Beaumont Capital Management's 13F filing for Q2 2024, filed 12 Aug 2024.