SMA
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Sage Mountain Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Sage Mountain Advisors’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
2022
Q1 		– Sell
-7
Closed – – 704
2021
Q4 		$0 Buy
+7
New +$445 ﹤0.01% 705

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MG
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Wealth Enhancement Advisory Services
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CL
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US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Thrivent Financial for Lutherans
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Sage Mountain Advisors's USRT Position: Q1 2022 in Review

Sage Mountain Advisors sold out of iShares Core US REIT ETF (USRT) in Q1 2022, closing a stake of 7 shares.

Sage Mountain Advisors first reported a position in USRT in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 293 funds tracked by Wall St. Rank hold USRT as of Q1 2022.

  • Sage Mountain Advisors reported no remaining iShares Core US REIT ETF position as of Q1 2022 after selling out during the quarter.
  • Sage Mountain Advisors sold 7 iShares Core US REIT ETF shares in Q1 2022.
  • Sage Mountain Advisors first reported a position in iShares Core US REIT ETF in Q4 2021 and held it in 1 quarter.
  • Sage Mountain Advisors's iShares Core US REIT ETF position peaked at $0 in Q4 2021.
  • 293 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2022.

Based on Sage Mountain Advisors's 13F filing for Q1 2022, filed 10 May 2022.