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

Triad 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
2022
Q1 		– Sell
-4,537
Closed -$307K – 119
2021
Q4 		$307K Buy
+4,537
New +$289K 0.18% 81

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MG
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Wealth Enhancement Advisory Services
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PNC Financial Services Group
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CL
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US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Triad Financial Advisors's USRT Position: Q1 2022 in Review

Triad Financial Advisors sold out of iShares Core US REIT ETF (USRT) in Q1 2022, closing a stake of 4,537 shares — an estimated $307K sold.

Triad Financial Advisors first reported a position in USRT in Q4 2021 and held it in 1 quarter. The position peaked at $307K in Q4 2021. 293 funds tracked by Wall St. Rank hold USRT as of Q1 2022.

  • Triad Financial Advisors reported no remaining iShares Core US REIT ETF position as of Q1 2022 after selling out during the quarter.
  • Triad Financial Advisors sold 4,537 iShares Core US REIT ETF shares in Q1 2022, an estimated $307K.
  • Triad Financial Advisors first reported a position in iShares Core US REIT ETF in Q4 2021 and held it in 1 quarter.
  • Triad Financial Advisors's iShares Core US REIT ETF position peaked at $307K in Q4 2021.
  • 293 funds tracked by Wall St. Rank held iShares Core US REIT ETF as of Q1 2022.

Based on Triad Financial Advisors's 13F filing for Q1 2022, filed 9 May 2022.