Cedar Brook Financial Partners’s iShares US Home Construction ETF ITB Stock Holding History

Cedar Brook Financial Partners’s Portfolio ITB Stock Details ITB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2,592	Closed	-$300K	–	213
2024 Q1	$300K	Buy	2,592 +4	+0.2%	+$419	0.06%	315
2023 Q4	$265K	Sell	2,588 -140	-5%	-$11.9K	0.06%	323
2023 Q3	$214K	Sell	2,728 -1,357	-33%	-$115K	0.06%	336
2023 Q2	$349K	Buy	4,085 +355	+10%	+$27K	0.08%	251
2023 Q1	$262K	Sell	3,730 -404	-10%	-$27.3K	0.07%	291
2022 Q4	$251K	Buy	+4,134	New	+$239K	0.07%	294
2022 Q2	–	Sell	-5,289	Closed	-$313K	–	369
2022 Q1	$313K	Buy	5,289 +170	+3%	+$11.6K	0.08%	269
2021 Q4	$424K	Sell	5,119 -817	-14%	-$61.5K	0.11%	207
2021 Q3	$393K	Sell	5,936 -145	-2%	-$10.2K	0.12%	200
2021 Q2	$421K	Buy	+6,081	New	+$431K	0.12%	202

Other funds holding ITB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $6.28B AUM 24.26% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Cedar Brook Financial Partners's ITB Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of iShares US Home Construction ETF (ITB) in Q2 2024, closing a stake of 2,592 shares — an estimated $300K sold.

Cedar Brook Financial Partners first reported a position in ITB in Q2 2021 and held it in 10 quarters. The position peaked at $424K in Q4 2021. 322 funds tracked by Wall St. Rank hold ITB as of Q2 2024.

Cedar Brook Financial Partners reported no remaining iShares US Home Construction ETF position as of Q2 2024 after selling out during the quarter.
Cedar Brook Financial Partners sold 2,592 iShares US Home Construction ETF shares in Q2 2024, an estimated $300K.
Cedar Brook Financial Partners first reported a position in iShares US Home Construction ETF in Q2 2021 and held it in 10 quarters.
Cedar Brook Financial Partners's iShares US Home Construction ETF position peaked at $424K in Q4 2021.
322 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.