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Tobias Financial Advisors’s iShares Core US REIT ETF USRT Stock Holding History

Tobias Financial Advisors’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
-2
Closed – – 276
2019
Q4 		$0 Buy
+2
New +$110 ﹤0.01% 310

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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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Tobias Financial Advisors's USRT Position: Q1 2020 in Review

Tobias Financial Advisors sold out of iShares Core US REIT ETF (USRT) in Q1 2020, closing a stake of 2 shares.

Tobias Financial Advisors first reported a position in USRT in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 205 funds tracked by Wall St. Rank hold USRT as of Q1 2020.

  • Tobias Financial Advisors reported no remaining iShares Core US REIT ETF position as of Q1 2020 after selling out during the quarter.
  • Tobias Financial Advisors sold 2 iShares Core US REIT ETF shares in Q1 2020.
  • Tobias Financial Advisors first reported a position in iShares Core US REIT ETF in Q4 2019 and held it in 1 quarter.
  • Tobias Financial Advisors's iShares Core US REIT ETF position peaked at $0 in Q4 2019.
  • 205 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2020.

Based on Tobias Financial Advisors's 13F filing for Q1 2020, filed 13 May 2020.