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Moody National Bank Trust Division’s iShares Core US REIT ETF USRT Stock Holding History

Moody National Bank Trust Division’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
2026
Q2 		$8.3M Sell
124,877
-4,971
-4% -$320K 0.69% 22
2026
Q1 		$7.69M Buy
129,848
+1,089
+0.8% +$65.4K 0.73% 20
2025
Q4 		$7.33M Sell
128,759
-52,084
-29% -$3.02M 0.71% 22
2025
Q3 		$10.6M Sell
180,843
-737
-0.4% -$42.3K 0.9% 19
2025
Q2 		$10.3M Buy
181,580
+105,578
+139% +$5.92M 0.94% 17
2025
Q1 		$4.38M Buy
76,002
+26,734
+54% +$1.55M 0.46% 43
2024
Q4 		$2.82M Buy
49,268
+460
+0.9% +$27.7K 0.3% 65
2024
Q3 		$3.01M Sell
48,808
-573
-1% -$33.5K 0.32% 63
2024
Q2 		$2.64M Buy
49,381
+4,803
+11% +$249K 0.21% 60
2024
Q1 		$2.4M Hold
44,578
– – 0.19% 68
2023
Q4 		$2.42M Sell
44,578
-577
-1% -$28.2K 0.19% 66
2023
Q3 		$2.13M Hold
45,155
– – 0.14% 120
2023
Q2 		$2.32M Buy
45,155
+4,697
+12% +$235K 0.16% 98
2023
Q1 		$2.04M Sell
40,458
-1,485
-4% -$76.9K 0.17% 102
2022
Q4 		$2.07M Sell
41,943
-9,839
-19% -$488K 0.18% 95
2022
Q3 		$2.46M Buy
+51,782
New +$2.85M 0.25% 76

Other funds holding USRT

AWM
Apollon Wealth Management Mount Pleasant, South Carolina $8.23B AUM 30.88% 1-Year Est. Return
MWM
Mission Wealth Management Santa Barbara, California $8.18B AUM 28.28% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
CST
Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return
SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
FTA
Financial & Tax Architects St Louis, Missouri $474M AUM 16.26% 1-Year Est. Return
SRSA
S.R. Schill & Associates Mercer Island, Washington $166M AUM 17.84% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
TA
Tectonic Advisors Frisco, Texas $2.08B AUM 16.31% 1-Year Est. Return
BWM
Biltmore Wealth Management Tempe, Arizona $320M AUM 21.88% 1-Year Est. Return

Moody National Bank Trust Division's USRT Position: Q2 2026 in Review

Moody National Bank Trust Division reduced its iShares Core US REIT ETF (USRT) stake by 3.8% in Q2 2026, selling an estimated $320K and leaving 124,877 shares worth $8.3M. The position accounts for 0.69% of the portfolio, ranked #22.

Moody National Bank Trust Division first reported a position in USRT in Q3 2022 and has held it in 16 quarters since. The position peaked at $10.6M in Q3 2025. 148 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Moody National Bank Trust Division held 124,877 shares of iShares Core US REIT ETF worth $8.3M as of Q2 2026.
  • Moody National Bank Trust Division sold 4,971 iShares Core US REIT ETF shares in Q2 2026, an estimated $320K.
  • iShares Core US REIT ETF made up 0.69% of Moody National Bank Trust Division's portfolio in Q2 2026, its #22 holding.
  • Moody National Bank Trust Division first reported a position in iShares Core US REIT ETF in Q3 2022 and has held it in 16 quarters since.
  • Moody National Bank Trust Division's iShares Core US REIT ETF position peaked at $10.6M in Q3 2025.
  • 148 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Moody National Bank Trust Division's 13F filing for Q2 2026, filed 7 Jul 2026.