Three Bridge Wealth Advisors’s iShares Select U.S. REIT ETF ICF Stock Holding History

Three Bridge Wealth Advisors’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
2023 Q2	–	Sell	-5,822	Closed	-$323K	–	94
2023 Q1	$323K	Hold	5,822	–	–	0.15%	69
2022 Q4	$319K	Hold	5,822	–	–	0.17%	61
2022 Q3	$312K	Hold	5,822	–	–	0.16%	65
2022 Q2	$354K	Hold	5,822	–	–	0.17%	64
2022 Q1	$413K	Buy	+5,822	New	+$401K	0.12%	64

Other funds holding ICF

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

CFB

Cullen/Frost Bankers San Antonio, Texas $10.1B AUM 29.18% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Three Bridge Wealth Advisors's ICF Position: Q2 2023 in Review

Three Bridge Wealth Advisors sold out of iShares Select U.S. REIT ETF (ICF) in Q2 2023, closing a stake of 5,822 shares — an estimated $323K sold.

Three Bridge Wealth Advisors first reported a position in ICF in Q1 2022 and held it in 5 quarters. The position peaked at $413K in Q1 2022. 335 funds tracked by Wall St. Rank hold ICF as of Q2 2023.

Three Bridge Wealth Advisors reported no remaining iShares Select U.S. REIT ETF position as of Q2 2023 after selling out during the quarter.
Three Bridge Wealth Advisors sold 5,822 iShares Select U.S. REIT ETF shares in Q2 2023, an estimated $323K.
Three Bridge Wealth Advisors first reported a position in iShares Select U.S. REIT ETF in Q1 2022 and held it in 5 quarters.
Three Bridge Wealth Advisors's iShares Select U.S. REIT ETF position peaked at $413K in Q1 2022.
335 funds tracked by Wall St. Rank held iShares Select U.S. REIT ETF as of Q2 2023.

Based on Three Bridge Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.