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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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