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Blooom Inc’s iShares Core US REIT ETF USRT Stock Holding History

Blooom Inc’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
2022
Q1 		– Sell
-10,536
Closed -$11K – 51
2021
Q4 		$11K Buy
+10,536
New +$670K 0.01% 46

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Blooom Inc's USRT Position: Q1 2022 in Review

Blooom Inc sold out of iShares Core US REIT ETF (USRT) in Q1 2022, closing a stake of 10,536 shares — an estimated $11K sold.

Blooom Inc first reported a position in USRT in Q4 2021 and held it in 1 quarter. The position peaked at $11K in Q4 2021. 292 funds tracked by Wall St. Rank hold USRT as of Q1 2022.

  • Blooom Inc reported no remaining iShares Core US REIT ETF position as of Q1 2022 after selling out during the quarter.
  • Blooom Inc sold 10,536 iShares Core US REIT ETF shares in Q1 2022, an estimated $11K.
  • Blooom Inc first reported a position in iShares Core US REIT ETF in Q4 2021 and held it in 1 quarter.
  • Blooom Inc's iShares Core US REIT ETF position peaked at $11K in Q4 2021.
  • 292 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2022.

Based on Blooom Inc's 13F filing for Q1 2022, filed 6 May 2022.