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Triad Wealth Partners’s iShares US Infrastructure ETF IFRA Stock Holding History

Triad Wealth Partners’s Portfolio IFRA Stock Details IFRA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-9,842
Closed -$518K – 494
2025
Q4 		$518K Buy
+9,842
New +$520K 0.05% 262
2025
Q1 		– Sell
-23,163
Closed -$1.07M – 216
2024
Q4 		$1.07M Buy
+23,163
New +$1.12M 0.39% 50

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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.99B AUM 30.41% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
WFA
Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

Triad Wealth Partners's IFRA Position: Q1 2026 in Review

Triad Wealth Partners sold out of iShares US Infrastructure ETF (IFRA) in Q1 2026, closing a stake of 9,842 shares — an estimated $518K sold.

Triad Wealth Partners first reported a position in IFRA in Q4 2024 and held it in 2 quarters. The position peaked at $1.07M in Q4 2024. 396 funds tracked by Wall St. Rank hold IFRA as of Q1 2026.

  • Triad Wealth Partners reported no remaining iShares US Infrastructure ETF position as of Q1 2026 after selling out during the quarter.
  • Triad Wealth Partners sold 9,842 iShares US Infrastructure ETF shares in Q1 2026, an estimated $518K.
  • Triad Wealth Partners first reported a position in iShares US Infrastructure ETF in Q4 2024 and held it in 2 quarters.
  • Triad Wealth Partners's iShares US Infrastructure ETF position peaked at $1.07M in Q4 2024.
  • 396 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q1 2026.

Based on Triad Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.