BBA
THRO

Braun-Bostich & Associates’s iShares U.S. Thematic Rotation Active ETF THRO Stock Holding History

Braun-Bostich & Associates’s Portfolio THRO Stock Details THRO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.74M Sell
63,603
-20,283
-24% -$839K 1.53% 16
2026
Q1 		$3.04M Buy
83,886
+4,297
+5% +$164K 1.9% 16
2025
Q4 		$3.07M Buy
79,589
+413
+0.5% +$15.8K 1.89% 16
2025
Q3 		$3M Buy
79,176
+6,153
+8% +$225K 1.89% 17
2025
Q2 		$2.6M Sell
73,023
-698
-0.9% -$23K 1.77% 17
2025
Q1 		$2.34M Buy
+73,721
New +$2.48M 1.73% 15

Other funds holding THRO

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Braun-Bostich & Associates's THRO Position: Q2 2026 in Review

Braun-Bostich & Associates reduced its iShares U.S. Thematic Rotation Active ETF (THRO) stake by 24% in Q2 2026, selling an estimated $839K and leaving 63,603 shares worth $2.74M. The position accounts for 1.53% of the portfolio, ranked #16.

Braun-Bostich & Associates first reported a position in THRO in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.07M in Q4 2025. 495 funds tracked by Wall St. Rank hold THRO as of Q2 2026.

  • Braun-Bostich & Associates held 63,603 shares of iShares U.S. Thematic Rotation Active ETF worth $2.74M as of Q2 2026.
  • Braun-Bostich & Associates sold 20,283 iShares U.S. Thematic Rotation Active ETF shares in Q2 2026, an estimated $839K.
  • iShares U.S. Thematic Rotation Active ETF made up 1.53% of Braun-Bostich & Associates's portfolio in Q2 2026, its #16 holding.
  • Braun-Bostich & Associates first reported a position in iShares U.S. Thematic Rotation Active ETF in Q1 2025 and has held it in 6 quarters since.
  • Braun-Bostich & Associates's iShares U.S. Thematic Rotation Active ETF position peaked at $3.07M in Q4 2025.
  • 495 funds tracked by Wall St. Rank held iShares U.S. Thematic Rotation Active ETF as of Q2 2026.

Based on Braun-Bostich & Associates's 13F filing for Q2 2026, filed 24 Jul 2026.