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Stonebridge Financial Planning Group’s iShares Select U.S. REIT ETF ICF Stock Holding History

Stonebridge Financial Planning Group’s Portfolio ICF Stock Details ICF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-200
Closed -$10K – 399
2020
Q1 		$10K Hold
200
– – 0.01% 300
2019
Q4 		$12K Buy
+200
New +$11.8K 0.01% 280

Other funds holding ICF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
CFB
Cullen/Frost Bankers San Antonio, Texas $8.81B AUM 22.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $54.7B AUM 26.51% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Stonebridge Financial Planning Group's ICF Position: Q2 2020 in Review

Stonebridge Financial Planning Group sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2020, closing a stake of 200 shares — an estimated $10K sold.

Stonebridge Financial Planning Group first reported a position in ICF in Q4 2019 and held it in 2 quarters. The position peaked at $12K in Q4 2019. 301 funds tracked by Wall St. Rank hold ICF as of Q2 2020.

  • Stonebridge Financial Planning Group reported no remaining iShares Select U.S. REIT ETF position as of Q2 2020 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 200 iShares Select U.S. REIT ETF shares in Q2 2020, an estimated $10K.
  • Stonebridge Financial Planning Group first reported a position in iShares Select U.S. REIT ETF in Q4 2019 and held it in 2 quarters.
  • Stonebridge Financial Planning Group's iShares Select U.S. REIT ETF position peaked at $12K in Q4 2019.
  • 301 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2020.

Based on Stonebridge Financial Planning Group's 13F filing for Q2 2020, filed 24 Jul 2020.