TFO
USRT icon

Tarbox Family Office’s iShares Core US REIT ETF USRT Stock Holding History

Tarbox Family Office’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
2020
Q1 		– Sell
-1,148
Closed -$63K – 1332
2019
Q4 		$63K Hold
1,148
– – 0.02% 170
2019
Q3 		$64K Buy
+1,148
New +$61.8K 0.02% 145

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TC
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Thrivent Financial for Lutherans
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JA
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CL
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Tarbox Family Office's USRT Position: Q1 2020 in Review

Tarbox Family Office sold out of iShares Core US REIT ETF (USRT) in Q1 2020, closing a stake of 1,148 shares — an estimated $63K sold.

Tarbox Family Office first reported a position in USRT in Q3 2019 and held it in 2 quarters. The position peaked at $64K in Q3 2019. 205 funds tracked by Wall St. Rank hold USRT as of Q1 2020.

  • Tarbox Family Office reported no remaining iShares Core US REIT ETF position as of Q1 2020 after selling out during the quarter.
  • Tarbox Family Office sold 1,148 iShares Core US REIT ETF shares in Q1 2020, an estimated $63K.
  • Tarbox Family Office first reported a position in iShares Core US REIT ETF in Q3 2019 and held it in 2 quarters.
  • Tarbox Family Office's iShares Core US REIT ETF position peaked at $64K in Q3 2019.
  • 205 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2020.

Based on Tarbox Family Office's 13F filing for Q1 2020, filed 30 Apr 2020.