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DB Wealth Management Group’s iShares US Home Construction ETF ITB Stock Holding History

DB Wealth Management Group’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
2023
Q4 		$601K Buy
5,908
+656
+12% +$55.7K 0.34% 50
2023
Q3 		$412K Buy
5,252
+5,005
+2,026% +$425K 0.26% 64
2023
Q2 		$21.1K Buy
+247
New +$18.8K 0.01% 227

Other funds holding ITB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VMPIC
Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
APTFM
AGUR Provident & Training Funds Management Tel Aviv, Israel $264M AUM 15.37% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

DB Wealth Management Group's ITB Position: Q4 2023 in Review

DB Wealth Management Group increased its iShares US Home Construction ETF (ITB) stake by 12% in Q4 2023, buying an estimated $55.7K and bringing the position to 5,908 shares worth $601K. The position accounts for 0.34% of the portfolio, ranked #50.

DB Wealth Management Group first reported a position in ITB in Q2 2023 and has held it in 3 quarters since. 321 funds tracked by Wall St. Rank hold ITB as of Q4 2023.

  • DB Wealth Management Group held 5,908 shares of iShares US Home Construction ETF worth $601K as of Q4 2023.
  • DB Wealth Management Group bought 656 iShares US Home Construction ETF shares in Q4 2023, an estimated $55.7K.
  • iShares US Home Construction ETF made up 0.34% of DB Wealth Management Group's portfolio in Q4 2023, its #50 holding.
  • DB Wealth Management Group first reported a position in iShares US Home Construction ETF in Q2 2023 and has held it in 3 quarters since.
  • 321 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q4 2023.

Based on DB Wealth Management Group's 13F filing for Q4 2023, filed 9 Jan 2024.