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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
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% -$1.53K 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

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TCOT
Trust Company of Tennessee Knoxville, Tennessee $572M AUM 19.47% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Onyx Bridge Wealth Group's USRT Position: Q2 2026 in Review

Onyx Bridge Wealth Group reduced its iShares Core US REIT ETF (USRT) stake by 1.9% in Q2 2026, selling an estimated $4.83K and leaving 3,851 shares worth $256K. The position accounts for 0.02% of the portfolio, ranked #331.

Onyx Bridge Wealth Group first reported a position in USRT in Q4 2022 and has held it in 15 quarters since. The position peaked at $407K in Q3 2024. 442 funds tracked by Wall St. Rank hold USRT as of Q2 2026.

  • Onyx Bridge Wealth Group held 3,851 shares of iShares Core US REIT ETF worth $256K as of Q2 2026.
  • Onyx Bridge Wealth Group sold 75 iShares Core US REIT ETF shares in Q2 2026, an estimated $4.83K.
  • iShares Core US REIT ETF made up 0.02% of Onyx Bridge Wealth Group's portfolio in Q2 2026, its #331 holding.
  • Onyx Bridge Wealth Group first reported a position in iShares Core US REIT ETF in Q4 2022 and has held it in 15 quarters since.
  • Onyx Bridge Wealth Group's iShares Core US REIT ETF position peaked at $407K in Q3 2024.
  • 442 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q2 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q2 2026, filed 23 Jul 2026.