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Bernardo Wealth Planning’s iShares US Infrastructure ETF IFRA Stock Holding History

Bernardo Wealth Planning’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
2023
Q1 		– Sell
-56,899
Closed -$2.06M – 93
2022
Q4 		$2.06M Buy
56,899
+6,096
+12% +$218K 0.96% 23
2022
Q3 		$1.72M Buy
50,803
+3,373
+7% +$122K 0.97% 22
2022
Q2 		$1.61M Buy
+47,430
New +$1.75M 0.92% 22

Other funds holding IFRA

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PAMS
Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bernardo Wealth Planning's IFRA Position: Q1 2023 in Review

Bernardo Wealth Planning sold out of iShares US Infrastructure ETF (IFRA) in Q1 2023, closing a stake of 56,899 shares — an estimated $2.06M sold.

Bernardo Wealth Planning first reported a position in IFRA in Q2 2022 and held it in 3 quarters. The position peaked at $2.06M in Q4 2022. 338 funds tracked by Wall St. Rank hold IFRA as of Q1 2023.

  • Bernardo Wealth Planning reported no remaining iShares US Infrastructure ETF position as of Q1 2023 after selling out during the quarter.
  • Bernardo Wealth Planning sold 56,899 iShares US Infrastructure ETF shares in Q1 2023, an estimated $2.06M.
  • Bernardo Wealth Planning first reported a position in iShares US Infrastructure ETF in Q2 2022 and held it in 3 quarters.
  • Bernardo Wealth Planning's iShares US Infrastructure ETF position peaked at $2.06M in Q4 2022.
  • 338 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2023.

Based on Bernardo Wealth Planning's 13F filing for Q1 2023, filed 5 May 2023.