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

Corbenic Partners’s Portfolio USRT Stock Details USRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-446
Closed -$23K – 276
2021
Q1 		$23K Sell
446
-132
-23% -$6.64K 0.01% 119
2020
Q4 		$28K Buy
+578
New +$26.9K 0.01% 90

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CSIA
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Thrivent Financial for Lutherans
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
FA
Fiducient Advisors Chicago, Illinois $698M AUM 20.16% 1-Year Est. Return
MG
McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
EIG
Ellenbecker Investment Group Waukesha, Wisconsin $860M AUM 18.53% 1-Year Est. Return

Corbenic Partners's USRT Position: Q2 2021 in Review

Corbenic Partners sold out of iShares Core US REIT ETF (USRT) in Q2 2021, closing a stake of 446 shares — an estimated $23K sold.

Corbenic Partners first reported a position in USRT in Q4 2020 and held it in 2 quarters. The position peaked at $28K in Q4 2020. 230 funds tracked by Wall St. Rank hold USRT as of Q2 2021.

  • Corbenic Partners reported no remaining iShares Core US REIT ETF position as of Q2 2021 after selling out during the quarter.
  • Corbenic Partners sold 446 iShares Core US REIT ETF shares in Q2 2021, an estimated $23K.
  • Corbenic Partners first reported a position in iShares Core US REIT ETF in Q4 2020 and held it in 2 quarters.
  • Corbenic Partners's iShares Core US REIT ETF position peaked at $28K in Q4 2020.
  • 230 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2021.

Based on Corbenic Partners's 13F filing for Q2 2021, filed 21 Jul 2021.