Blueprint Investment Partners’s iShares Core US REIT ETF USRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$13M	Buy	219,533 +41,379	+23%	+$2.49M	1.33%	17
2025 Q4	$10.1M	Buy	178,154 +29,704	+20%	+$1.72M	1.09%	17
2025 Q3	$8.72M	Buy	148,450 +13,898	+10%	+$798K	1.23%	19
2025 Q2	$7.61M	Sell	134,552 -182,206	-58%	-$10.2M	1.35%	20
2025 Q1	$18.2M	Buy	316,758 +16,415	+5%	+$951K	3.33%	7
2024 Q4	$17.2M	Sell	300,343 -80,322	-21%	-$4.83M	2.73%	8
2024 Q3	$23.4M	Buy	380,665 +191,425	+101%	+$11.2M	4.25%	5
2024 Q2	$10.1M	Sell	189,240 -222,580	-54%	-$11.5M	2.19%	13
2024 Q1	$22.2M	Buy	411,820 +80,707	+24%	+$4.28M	4.38%	5
2023 Q4	$18M	Buy	331,113 +243,773	+279%	+$11.9M	4.95%	4
2023 Q3	$4.12M	Buy	87,340 +22,555	+35%	+$1.15M	1.32%	17
2023 Q2	$3.33M	Buy	64,785 +200	+0.3%	+$10K	1.2%	17
2023 Q1	$3.26M	Sell	64,585 -7,335	-10%	-$380K	0.74%	37
2022 Q4	$3.56M	Buy	71,920 +13,163	+22%	+$652K	0.75%	30
2022 Q3	$2.79M	Buy	58,757 +3,810	+7%	+$210K	0.76%	27
2022 Q2	$2.93M	Sell	54,947 -161,141	-75%	-$9.48M	0.79%	25
2022 Q1	$14M	Sell	216,088 -29,199	-12%	-$1.83M	3.6%	5
2021 Q4	$16.6M	Buy	245,287 +6,250	+3%	+$398K	4.08%	2
2021 Q3	$14M	Buy	239,037 +14,965	+7%	+$910K	7%	2
2021 Q2	$13.1M	Sell	224,072 -34,981	-14%	-$1.99M	10.45%	2
2021 Q1	$13.6M	Buy	259,053 +258,792	+99,154%	+$13M	10.57%	2
2020 Q4	$12.6K	Sell	261 -260,462	-100%	-$12.1M	10.22%	2
2020 Q3	$12.6M	Buy	260,723 +165,045	+173%	+$7.36M	9.97%	2
2020 Q2	$4.16M	Buy	95,678 +24,441	+34%	+$1.03M	2.65%	13
2020 Q1	$2.79M	Sell	71,237 -59,268	-45%	-$3.03M	2.84%	9
2019 Q4	$7.12M	Buy	+130,505	New	+$7.18M	5.66%	7