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Bernard Wealth Management’s iShares US Infrastructure ETF IFRA Stock Holding History

Bernard Wealth Management’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
Q1 		– Sell
-3
Closed -$158 – 367
2025
Q4 		$158 Hold
3
– – ﹤0.01% 339
2025
Q3 		$159 Buy
+3
New +$154 ﹤0.01% 323

Other funds holding IFRA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.33B AUM 21.85% 1-Year Est. Return

Bernard Wealth Management's IFRA Position: Q1 2026 in Review

Bernard Wealth Management sold out of iShares US Infrastructure ETF (IFRA) in Q1 2026, closing a stake of 3 shares — an estimated $158 sold.

Bernard Wealth Management first reported a position in IFRA in Q3 2025 and held it in 2 quarters. The position peaked at $159 in Q3 2025. 395 funds tracked by Wall St. Rank hold IFRA as of Q1 2026.

  • Bernard Wealth Management reported no remaining iShares US Infrastructure ETF position as of Q1 2026 after selling out during the quarter.
  • Bernard Wealth Management sold 3 iShares US Infrastructure ETF shares in Q1 2026, an estimated $158.
  • Bernard Wealth Management first reported a position in iShares US Infrastructure ETF in Q3 2025 and held it in 2 quarters.
  • Bernard Wealth Management's iShares US Infrastructure ETF position peaked at $159 in Q3 2025.
  • 395 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.