Gunma Bank’s iShares Core US REIT ETF USRT Stock Holding History

Gunma Bank’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
2024 Q2	–	Sell	-35,000	Closed	-$1.88M	–	29
2024 Q1	$1.88M	Hold	35,000	–	–	0.99%	23
2023 Q4	$1.9M	Sell	35,000 -35,000	-50%	-$1.71M	1.84%	20
2023 Q3	$3.3M	Hold	70,000	–	–	2.41%	22
2023 Q2	$3.6M	Hold	70,000	–	–	2.44%	20
2023 Q1	$3.53M	Hold	70,000	–	–	1.55%	33
2022 Q4	$3.46M	Hold	70,000	–	–	1.72%	27
2022 Q3	$3.33M	Hold	70,000	–	–	2.03%	19
2022 Q2	$3.74M	Buy	70,000 +20,000	+40%	+$1.18M	1.58%	24
2022 Q1	$3.23M	Buy	+50,000	New	+$3.14M	7.65%	6
2021 Q4	–	Sell	-54,000	Closed	-$3.17M	–	52
2021 Q3	$3.17M	Buy	+54,000	New	+$3.28M	1.76%	23

Other funds holding USRT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM

TCOT

Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

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

HFS

Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Gunma Bank's USRT Position: Q2 2024 in Review

Gunma Bank sold out of iShares Core US REIT ETF (USRT) in Q2 2024, closing a stake of 35,000 shares — an estimated $1.88M sold.

Gunma Bank first reported a position in USRT in Q3 2021 and held it in 10 quarters. The position peaked at $3.74M in Q2 2022. 321 funds tracked by Wall St. Rank hold USRT as of Q2 2024.

Gunma Bank reported no remaining iShares Core US REIT ETF position as of Q2 2024 after selling out during the quarter.
Gunma Bank sold 35,000 iShares Core US REIT ETF shares in Q2 2024, an estimated $1.88M.
Gunma Bank first reported a position in iShares Core US REIT ETF in Q3 2021 and held it in 10 quarters.
Gunma Bank's iShares Core US REIT ETF position peaked at $3.74M in Q2 2022.
321 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2024.

Based on Gunma Bank's 13F filing for Q2 2024, filed 24 Jul 2024.