Boston Financial Management’s iShares Core S&P Total US Stock Market ETF ITOT Stock Holding History

Boston Financial Management’s Portfolio ITOT Stock Details ITOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-2,628	Closed	-$277K	–	334
2023 Q4	$277K	Hold	2,628	–	–	0.01%	289
2023 Q3	$248K	Hold	2,628	–	–	0.01%	279
2023 Q2	$257K	Sell	2,628 -410	-13%	-$37.9K	0.01%	286
2023 Q1	$275K	Sell	3,038 -754	-20%	-$66.9K	0.01%	278
2022 Q4	$322K	Sell	3,792 -60	-2%	-$5.12K	0.01%	264
2022 Q3	$306K	Buy	+3,852	New	+$341K	0.01%	257

Other funds holding ITOT

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Betterment LLC New York $52.8B AUM 15.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $45.6B AUM 18.83% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SWM

SigFig Wealth Management San Francisco, California $3.77B AUM 15.99% 1-Year Est. Return

Boston Financial Management's ITOT Position: Q1 2024 in Review

Boston Financial Management sold out of iShares Core S&P Total US Stock Market ETF (ITOT) in Q1 2024, closing a stake of 2,628 shares — an estimated $277K sold.

Boston Financial Management first reported a position in ITOT in Q3 2022 and held it in 6 quarters. The position peaked at $322K in Q4 2022. 1,224 funds tracked by Wall St. Rank hold ITOT as of Q1 2024.

Boston Financial Management reported no remaining iShares Core S&P Total US Stock Market ETF position as of Q1 2024 after selling out during the quarter.
Boston Financial Management sold 2,628 iShares Core S&P Total US Stock Market ETF shares in Q1 2024, an estimated $277K.
Boston Financial Management first reported a position in iShares Core S&P Total US Stock Market ETF in Q3 2022 and held it in 6 quarters.
Boston Financial Management's iShares Core S&P Total US Stock Market ETF position peaked at $322K in Q4 2022.
1,224 funds tracked by Wall St. Rank held iShares Core S&P Total US Stock Market ETF as of Q1 2024.

Based on Boston Financial Management's 13F filing for Q1 2024, filed 10 May 2024.