Onyx Bridge Wealth Group
USRT icon

Onyx Bridge Wealth Group’s iShares Core US REIT ETF USRT Stock Holding History

Onyx Bridge Wealth Group’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
Q3 		$238K Buy
3,872
+21
+0.5% +$1.39K 0.02% 359
2026
Q2 		$256K Sell
3,851
-75
-2% -$4.83K 0.02% 331
2026
Q1 		$232K Sell
3,926
-106
-3% -$6.37K 0.03% 321
2025
Q4 		$230K Sell
4,032
-22
-0.5% -$1.27K 0.02% 318
2025
Q3 		$238K Sell
4,054
-106
-3% -$6.08K 0.03% 308
2025
Q2 		$235K Sell
4,160
-2,033
-33% -$114K 0.03% 262
2025
Q1 		$357K Sell
6,193
-466
-7% -$27K 0.05% 193
2024
Q4 		$382K Buy
6,659
+47
+0.7% +$2.83K 0.06% 184
2024
Q3 		$407K Sell
6,612
-64
-1% -$3.74K 0.06% 182
2024
Q2 		$358K Sell
6,676
-122
-2% -$6.33K 0.06% 186
2024
Q1 		$342K Sell
6,798
-55
-0.8% -$2.91K 0.06% 185
2023
Q4 		$372K Sell
6,853
-140
-2% -$6.85K 0.08% 162
2023
Q3 		$330K Sell
6,993
-30
-0.4% -$1.54K 0.08% 166
2023
Q2 		$361K Sell
7,023
-645
-8% -$32.3K 0.09% 157
2023
Q1 		$386K Buy
7,668
+35
+0.5% +$1.81K 0.15% 106
2022
Q4 		$384K Buy
+7,633
New +$378K 0.16% 103

Other funds holding USRT

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $565M AUM 11.71% 1-Year Est. Return
Apollon Wealth Management
Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return
Rakuten Investment Management
Rakuten Investment Management Tokyo, Japan $40.7B AUM 21.08% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Disciplina Capital Management
Disciplina Capital Management Nashville, Tennessee $1.03B AUM 5.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
Prime Capital Investment Advisors
Prime Capital Investment Advisors Overland Park, Kansas $10.2B AUM 17.74% 1-Year Est. Return
Blueprint Investment Partners
Blueprint Investment Partners Greensboro, North Carolina $1.24B AUM 24.95% 1-Year Est. Return

Onyx Bridge Wealth Group's USRT Position: Q3 2026 in Review

Onyx Bridge Wealth Group increased its iShares Core US REIT ETF (USRT) stake by 0.55% in Q3 2026, buying an estimated $1.39K and bringing the position to 3,872 shares worth $238K. The position accounts for 0.02% of the portfolio, ranked #359.

Onyx Bridge Wealth Group first reported a position in USRT in Q4 2022 and has held it in 16 quarters since. The position peaked at $407K in Q3 2024. 287 funds tracked by Wall St. Rank hold USRT as of Q3 2026.

  • Onyx Bridge Wealth Group held 3,872 shares of iShares Core US REIT ETF worth $238K as of Q3 2026.
  • Onyx Bridge Wealth Group bought 21 iShares Core US REIT ETF shares in Q3 2026, an estimated $1.39K.
  • iShares Core US REIT ETF made up 0.02% of Onyx Bridge Wealth Group's portfolio in Q3 2026, its #359 holding.
  • Onyx Bridge Wealth Group first reported a position in iShares Core US REIT ETF in Q4 2022 and has held it in 16 quarters since.
  • Onyx Bridge Wealth Group's iShares Core US REIT ETF position peaked at $407K in Q3 2024.
  • 287 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q3 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q3 2026, filed 16 Oct 2026.