Tiedemann Advisors’s iShares US Aerospace & Defense ETF ITA Stock Holding History

Tiedemann Advisors’s Portfolio ITA Stock Details ITA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-2,273	Closed	-$252K	–	274
2022 Q1	$252K	Hold	2,273	–	–	0.01%	250
2021 Q4	$233K	Hold	2,273	–	–	0.01%	257
2021 Q3	$236K	Hold	2,273	–	–	0.01%	266
2021 Q2	$249K	Buy	+2,273	New	+$245K	0.01%	317
2020 Q3	–	Sell	-4,848	Closed	-$398K	–	326
2020 Q2	$398K	Buy	+4,848	New	+$382K	0.02%	226
2020 Q1	–	Sell	-2,710	Closed	-$302K	–	307
2019 Q4	$302K	Sell	2,710 -7,730	-74%	-$868K	0.01%	243
2019 Q3	$1.17M	Buy	10,440 +8,490	+435%	+$928K	0.06%	159
2019 Q2	$209K	Buy	+1,950	New	+$202K	0.01%	281
2018 Q4	–	Sell	-2,000	Closed	-$217K	–	435
2018 Q3	$217K	Buy	+2,000	New	+$206K	0.01%	295

Other funds holding ITA

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

RJFSA

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

Tiedemann Advisors's ITA Position: Q2 2022 in Review

Tiedemann Advisors sold out of iShares US Aerospace & Defense ETF (ITA) in Q2 2022, closing a stake of 2,273 shares — an estimated $252K sold.

Tiedemann Advisors first reported a position in ITA in Q3 2018 and held it in 9 quarters. The position peaked at $1.17M in Q3 2019. 424 funds tracked by Wall St. Rank hold ITA as of Q2 2022.

Tiedemann Advisors reported no remaining iShares US Aerospace & Defense ETF position as of Q2 2022 after selling out during the quarter.
Tiedemann Advisors sold 2,273 iShares US Aerospace & Defense ETF shares in Q2 2022, an estimated $252K.
Tiedemann Advisors first reported a position in iShares US Aerospace & Defense ETF in Q3 2018 and held it in 9 quarters.
Tiedemann Advisors's iShares US Aerospace & Defense ETF position peaked at $1.17M in Q3 2019.
424 funds tracked by Wall St. Rank held iShares US Aerospace & Defense ETF as of Q2 2022.

Based on Tiedemann Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.