Bedel Financial Consulting’s iShares US Home Construction ETF ITB Stock Holding History

Bedel Financial Consulting’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 Q2	–	Sell	-1,149	Closed	-$68K	–	527
2022 Q1	$68K	Hold	1,149	–	–	0.02%	343
2021 Q4	$95K	Hold	1,149	–	–	0.03%	293
2021 Q3	$76K	Hold	1,149	–	–	0.03%	319
2021 Q2	$80K	Hold	1,149	–	–	0.03%	310
2021 Q1	$78K	Hold	1,149	–	–	0.03%	301
2020 Q4	$64K	Hold	1,149	–	–	0.03%	285
2020 Q3	$65K	Hold	1,149	–	–	0.03%	269
2020 Q2	$51K	Hold	1,149	–	–	0.03%	275
2020 Q1	$33K	Hold	1,149	–	–	0.02%	317
2019 Q4	$51K	Hold	1,149	–	–	0.03%	287
2019 Q3	$50K	Hold	1,149	–	–	0.03%	285
2019 Q2	$44K	Hold	1,149	–	–	0.03%	297
2019 Q1	$40K	Sell	1,149 -425	-27%	-$14.4K	0.03%	301
2018 Q4	$47K	Hold	1,574	–	–	0.03%	258
2018 Q3	$51K	Hold	1,574	–	–	0.03%	270
2018 Q2	$60K	Hold	1,574	–	–	0.04%	249
2018 Q1	$62K	Buy	+1,574	New	+$65.7K	0.05%	244

Other funds holding ITB

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Bedel Financial Consulting's ITB Position: Q2 2022 in Review

Bedel Financial Consulting sold out of iShares US Home Construction ETF (ITB) in Q2 2022, closing a stake of 1,149 shares — an estimated $68K sold.

Bedel Financial Consulting first reported a position in ITB in Q1 2018 and held it in 17 quarters. The position peaked at $95K in Q4 2021. 240 funds tracked by Wall St. Rank hold ITB as of Q2 2022.

Bedel Financial Consulting reported no remaining iShares US Home Construction ETF position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 1,149 iShares US Home Construction ETF shares in Q2 2022, an estimated $68K.
Bedel Financial Consulting first reported a position in iShares US Home Construction ETF in Q1 2018 and held it in 17 quarters.
Bedel Financial Consulting's iShares US Home Construction ETF position peaked at $95K in Q4 2021.
240 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.