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Onyx Bridge Wealth Group’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Onyx Bridge Wealth Group’s Portfolio ITA Stock Details ITA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$912K Sell
4,167
-90
-2% -$21.1K 0.1% 150
2025
Q4 		$914K Sell
4,257
-34
-0.8% -$7.12K 0.1% 147
2025
Q3 		$898K Sell
4,291
-52
-1% -$10.2K 0.1% 148
2025
Q2 		$819K Sell
4,343
-9
-0.2% -$1.49K 0.11% 132
2025
Q1 		$666K Sell
4,352
-330
-7% -$50.4K 0.1% 136
2024
Q4 		$681K Buy
4,682
+1,480
+46% +$223K 0.1% 135
2024
Q3 		$479K Buy
3,202
+60
+2% +$8.46K 0.07% 165
2024
Q2 		$415K Hold
3,142
– – 0.07% 167
2024
Q1 		$407K Sell
3,142
-43
-1% -$5.39K 0.07% 167
2023
Q4 		$403K Sell
3,185
-215
-6% -$24.8K 0.08% 152
2023
Q3 		$360K Sell
3,400
-206
-6% -$23.5K 0.08% 157
2023
Q2 		$421K Hold
3,606
– – 0.1% 141
2023
Q1 		$415K Buy
3,606
+14
+0.4% +$1.59K 0.17% 102
2022
Q4 		$408K Hold
3,592
– – 0.17% 93
2022
Q3 		$337K Hold
3,592
– – 0.15% 112
2022
Q2 		$359K Hold
3,592
– – 0.16% 90
2022
Q1 		$378K Buy
3,592
+22
+0.6% +$2.34K 0.14% 81
2021
Q4 		$370K Buy
3,570
+946
+36% +$98.6K 0.12% 94
2021
Q3 		$283K Buy
+2,624
New +$279K 0.11% 105

Other funds holding ITA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Onyx Bridge Wealth Group's ITA Position: Q1 2026 in Review

Onyx Bridge Wealth Group reduced its iShares US Aerospace & Defense ETF (ITA) stake by 2.1% in Q1 2026, selling an estimated $21.1K and leaving 4,167 shares worth $912K. The position accounts for 0.1% of the portfolio, ranked #150.

Onyx Bridge Wealth Group first reported a position in ITA in Q3 2021 and has held it in 19 quarters since. The position peaked at $914K in Q4 2025. 1,022 funds tracked by Wall St. Rank hold ITA as of Q1 2026.

  • Onyx Bridge Wealth Group held 4,167 shares of iShares US Aerospace & Defense ETF worth $912K as of Q1 2026.
  • Onyx Bridge Wealth Group sold 90 iShares US Aerospace & Defense ETF shares in Q1 2026, an estimated $21.1K.
  • iShares US Aerospace & Defense ETF made up 0.1% of Onyx Bridge Wealth Group's portfolio in Q1 2026, its #150 holding.
  • Onyx Bridge Wealth Group first reported a position in iShares US Aerospace & Defense ETF in Q3 2021 and has held it in 19 quarters since.
  • Onyx Bridge Wealth Group's iShares US Aerospace & Defense ETF position peaked at $914K in Q4 2025.
  • 1,022 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q1 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.