Guardian Wealth Advisors (North Carolina)’s iShares US Home Construction ETF ITB Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 Q1	–	Sell	-25	Closed	-$2.54K	–	467
2023 Q4	$2.54K	Hold	25	–	–	﹤0.01%	410
2023 Q3	$1.97K	Hold	25	–	–	﹤0.01%	395
2023 Q2	$2.14K	Sell	25 -95	-79%	-$7.22K	﹤0.01%	386
2023 Q1	$8.44K	Sell	120 -175	-59%	-$11.8K	﹤0.01%	341
2022 Q4	$17.9K	Hold	295	–	–	﹤0.01%	296
2022 Q3	$15K	Sell	295 -60	-17%	-$3.46K	﹤0.01%	275
2022 Q2	$19K	Sell	355 -988	-74%	-$56.4K	﹤0.01%	270
2022 Q1	$80K	Sell	1,343 -336	-20%	-$23K	0.03%	177
2021 Q4	$139K	Buy	+1,679	New	+$126K	0.06%	150

Other funds holding ITB

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

AWM

Axxcess Wealth Management Carlsbad, California $3.12B AUM 21% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s ITB Position: Q1 2024 in Review

Guardian Wealth Advisors (North Carolina) sold out of iShares US Home Construction ETF (ITB) in Q1 2024, closing a stake of 25 shares — an estimated $2.54K sold.

Guardian Wealth Advisors (North Carolina) first reported a position in ITB in Q4 2021 and held it in 9 quarters. The position peaked at $139K in Q4 2021. 347 funds tracked by Wall St. Rank hold ITB as of Q1 2024.

Guardian Wealth Advisors (North Carolina) reported no remaining iShares US Home Construction ETF position as of Q1 2024 after selling out during the quarter.
Guardian Wealth Advisors (North Carolina) sold 25 iShares US Home Construction ETF shares in Q1 2024, an estimated $2.54K.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares US Home Construction ETF in Q4 2021 and held it in 9 quarters.
Guardian Wealth Advisors (North Carolina)'s iShares US Home Construction ETF position peaked at $139K in Q4 2021.
347 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2024.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2024, filed 15 May 2024.