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 $5.7T AUM 30.48% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Trust Company of Tennessee Knoxville, Tennessee $537M AUM 13.53% 1-Year Est. Return

Northwestern Mutual Wealth Management

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

Corient Private Wealth

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Thrivent Financial for Lutherans

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return