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Bison Wealth’s iShares Core US REIT ETF USRT Stock Holding History

Bison Wealth’s Portfolio USRT Stock Details USRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-109
Closed -$6K – 469
2021
Q3 		$6K Hold
109
– – ﹤0.01% 439
2021
Q2 		$6K Hold
109
– – ﹤0.01% 432
2021
Q1 		$6K Hold
109
– – ﹤0.01% 434
2020
Q4 		$5K Buy
+109
New +$5.08K ﹤0.01% 390

Other funds holding USRT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $765M AUM 12.73% 1-Year Est. Return
MG
McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $8.15B AUM 20.12% 1-Year Est. Return

Bison Wealth's USRT Position: Q4 2021 in Review

Bison Wealth sold out of iShares Core US REIT ETF (USRT) in Q4 2021, closing a stake of 109 shares — an estimated $6K sold.

Bison Wealth first reported a position in USRT in Q4 2020 and held it in 4 quarters. The position peaked at $6K in Q3 2021. 287 funds tracked by Wall St. Rank hold USRT as of Q4 2021.

  • Bison Wealth reported no remaining iShares Core US REIT ETF position as of Q4 2021 after selling out during the quarter.
  • Bison Wealth sold 109 iShares Core US REIT ETF shares in Q4 2021, an estimated $6K.
  • Bison Wealth first reported a position in iShares Core US REIT ETF in Q4 2020 and held it in 4 quarters.
  • Bison Wealth's iShares Core US REIT ETF position peaked at $6K in Q3 2021.
  • 287 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q4 2021.

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