Secure Asset Management’s iShares US Home Construction ETF ITB Stock Holding History

Secure Asset Management’s Portfolio ITB Stock Details ITB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-1,982	Closed	-$214K	–	352
2025 Q3	$214K	Sell	1,982 -734	-27%	-$77.3K	0.04%	290
2025 Q2	$253K	Sell	2,716 -38	-1%	-$3.47K	0.05%	273
2025 Q1	$262K	Sell	2,754 -1,085	-28%	-$110K	0.05%	248
2024 Q4	$397K	Buy	3,839 +1,074	+39%	+$127K	0.06%	222
2024 Q3	$351K	Buy	+2,765	New	+$320K	0.06%	223
2024 Q2	–	Sell	-3,459	Closed	-$400K	–	295
2024 Q1	$400K	Buy	+3,459	New	+$363K	0.09%	144

Other funds holding ITB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $71.2B AUM 48.86% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MMEA

Main Management ETF Advisors San Francisco, California $3.3B AUM 33.88% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $15.6B AUM 71.29% 1-Year Est. Return

Secure Asset Management's ITB Position: Q4 2025 in Review

Secure Asset Management sold out of iShares US Home Construction ETF (ITB) in Q4 2025, closing a stake of 1,982 shares — an estimated $214K sold.

Secure Asset Management first reported a position in ITB in Q1 2024 and held it in 6 quarters. The position peaked at $400K in Q1 2024. 359 funds tracked by Wall St. Rank hold ITB as of Q4 2025.

Secure Asset Management reported no remaining iShares US Home Construction ETF position as of Q4 2025 after selling out during the quarter.
Secure Asset Management sold 1,982 iShares US Home Construction ETF shares in Q4 2025, an estimated $214K.
Secure Asset Management first reported a position in iShares US Home Construction ETF in Q1 2024 and held it in 6 quarters.
Secure Asset Management's iShares US Home Construction ETF position peaked at $400K in Q1 2024.
359 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q4 2025.

Based on Secure Asset Management's 13F filing for Q4 2025, filed 20 Jan 2026.