First Heartland Consultants’s iShares US Home Construction ETF ITB Stock Holding History

First Heartland Consultants’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
2022 Q1	–	Sell	-4,715	Closed	-$390K	–	379
2021 Q4	$390K	Buy	4,715 +335	+8%	+$25.2K	0.01%	235
2021 Q3	$290K	Sell	4,380 -284	-6%	-$20K	0.04%	283
2021 Q2	$323K	Sell	4,664 -1,405	-23%	-$99.6K	0.05%	274
2021 Q1	$412K	Sell	6,069 -681	-10%	-$42K	0.07%	235
2020 Q4	$377K	Buy	6,750 +1,553	+30%	+$87.5K	0.06%	201
2020 Q3	$294K	Buy	5,197 +339	+7%	+$17.7K	0.06%	214
2020 Q2	$214K	Buy	+4,858	New	+$186K	0.04%	258
2013 Q3	–	Sell	-400	Closed	-$9K	–	291
2013 Q2	$9K	Buy	+400	New	+$9.55K	0.01%	353

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

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

First Heartland Consultants's ITB Position: Q1 2022 in Review

First Heartland Consultants sold out of iShares US Home Construction ETF (ITB) in Q1 2022, closing a stake of 4,715 shares — an estimated $390K sold.

First Heartland Consultants first reported a position in ITB in Q2 2013 and held it in 8 quarters. The position peaked at $412K in Q1 2021. 273 funds tracked by Wall St. Rank hold ITB as of Q1 2022.

First Heartland Consultants reported no remaining iShares US Home Construction ETF position as of Q1 2022 after selling out during the quarter.
First Heartland Consultants sold 4,715 iShares US Home Construction ETF shares in Q1 2022, an estimated $390K.
First Heartland Consultants first reported a position in iShares US Home Construction ETF in Q2 2013 and held it in 8 quarters.
First Heartland Consultants's iShares US Home Construction ETF position peaked at $412K in Q1 2021.
273 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2022.

Based on First Heartland Consultants's 13F filing for Q1 2022, filed 21 Apr 2022.