Burleson & Co’s iShares US Infrastructure ETF IFRA Stock Holding History

Burleson & Co’s Portfolio IFRA Stock Details IFRA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-1,033	Closed	-$33K	–	434
2022 Q3	$33K	Buy	+1,033	New	+$37.3K	0.01%	215

Other funds holding IFRA

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Burleson & Co's IFRA Position: Q4 2022 in Review

Burleson & Co sold out of iShares US Infrastructure ETF (IFRA) in Q4 2022, closing a stake of 1,033 shares — an estimated $33K sold.

Burleson & Co first reported a position in IFRA in Q3 2022 and held it in 1 quarter. The position peaked at $33K in Q3 2022. 329 funds tracked by Wall St. Rank hold IFRA as of Q4 2022.

Burleson & Co reported no remaining iShares US Infrastructure ETF position as of Q4 2022 after selling out during the quarter.
Burleson & Co sold 1,033 iShares US Infrastructure ETF shares in Q4 2022, an estimated $33K.
Burleson & Co first reported a position in iShares US Infrastructure ETF in Q3 2022 and held it in 1 quarter.
Burleson & Co's iShares US Infrastructure ETF position peaked at $33K in Q3 2022.
329 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q4 2022.

Based on Burleson & Co's 13F filing for Q4 2022, filed 31 Jan 2023.