Garde Capital’s iShares Core US REIT ETF USRT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$568K	Hold	9,588	–	–	0.03%	126
2025 Q4	$546K	Buy	9,588 +825	+9%	+$47.8K	0.03%	143
2025 Q3	$515K	Buy	8,763 +291	+3%	+$16.7K	0.03%	162
2025 Q2	$479K	Hold	8,472	–	–	0.03%	159
2025 Q1	$488K	Hold	8,472	–	–	0.03%	156
2024 Q4	$486K	Hold	8,472	–	–	0.03%	143
2024 Q3	$522K	Hold	8,472	–	–	0.03%	137
2024 Q2	$454K	Sell	8,472 -3,423	-29%	-$178K	0.03%	140
2024 Q1	$639K	Hold	11,895	–	–	0.04%	125
2023 Q4	$646K	Sell	11,895 -29,696	-71%	-$1.45M	0.05%	121
2023 Q3	$1.96M	Hold	41,591	–	–	0.17%	59
2023 Q2	$2.14M	Sell	41,591 -2,601	-6%	-$130K	0.18%	60
2023 Q1	$2.23M	Hold	44,192	–	–	0.24%	51
2022 Q4	$2.19M	Buy	44,192 +11,325	+34%	+$561K	0.26%	49
2022 Q3	$1.56M	Buy	32,867 +25,128	+325%	+$1.38M	0.2%	59
2022 Q2	$413K	Hold	7,739	–	–	0.05%	129
2022 Q1	$500K	Hold	7,739	–	–	0.05%	126
2021 Q4	$523K	Hold	7,739	–	–	0.05%	128
2021 Q3	$454K	Hold	7,739	–	–	0.05%	130
2021 Q2	$451K	Hold	7,739	–	–	0.05%	130
2021 Q1	$406K	Hold	7,739	–	–	0.05%	128
2020 Q4	$374K	Hold	7,739	–	–	0.05%	133
2020 Q3	$339K	Hold	7,739	–	–	0.05%	124
2020 Q2	$336K	Buy	+7,739	New	+$325K	0.05%	112