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Bison Wealth’s iShares US Digital Infrastructure and Real Estate ETF IDGT Stock Holding History

Bison Wealth’s Portfolio IDGT Stock Details IDGT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-120
Closed -$8K – 398
2021
Q3 		$8K Hold
120
– – ﹤0.01% 428
2021
Q2 		$9K Hold
120
– – ﹤0.01% 412
2021
Q1 		$8K Hold
120
– – ﹤0.01% 422
2020
Q4 		$7K Hold
120
– – ﹤0.01% 375
2020
Q3 		$6K Sell
120
-30
-20% -$1.52K ﹤0.01% 332
2020
Q2 		$7K Buy
+150
New +$7.32K ﹤0.01% 325

Other funds holding IDGT

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
KNW
Kesler Norman & Wride Ogden, Utah $581M AUM 17.6% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NF
Nikulski Financial Bettendorf, Iowa $405M AUM 24.26% 1-Year Est. Return

Bison Wealth's IDGT Position: Q4 2021 in Review

Bison Wealth sold out of iShares US Digital Infrastructure and Real Estate ETF (IDGT) in Q4 2021, closing a stake of 120 shares — an estimated $8K sold.

Bison Wealth first reported a position in IDGT in Q2 2020 and held it in 6 quarters. The position peaked at $9K in Q2 2021. 36 funds tracked by Wall St. Rank hold IDGT as of Q4 2021.

  • Bison Wealth reported no remaining iShares US Digital Infrastructure and Real Estate ETF position as of Q4 2021 after selling out during the quarter.
  • Bison Wealth sold 120 iShares US Digital Infrastructure and Real Estate ETF shares in Q4 2021, an estimated $8K.
  • Bison Wealth first reported a position in iShares US Digital Infrastructure and Real Estate ETF in Q2 2020 and held it in 6 quarters.
  • Bison Wealth's iShares US Digital Infrastructure and Real Estate ETF position peaked at $9K in Q2 2021.
  • 36 funds tracked by Wall St. Rank held iShares US Digital Infrastructure and Real Estate ETF as of Q4 2021.

Based on Bison Wealth's 13F filing for Q4 2021, filed 2 Feb 2022.