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Trinity Financial Advisors’s iShares US Home Construction ETF ITB Stock Holding History

Trinity Financial Advisors’s Portfolio ITB Stock Details ITB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-5,355
Closed -$444K – 65
2021
Q4 		$444K Buy
+5,355
New +$403K 0.26% 37

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PF
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Morgan Stanley
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AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Trinity Financial Advisors's ITB Position: Q1 2022 in Review

Trinity Financial Advisors sold out of iShares US Home Construction ETF (ITB) in Q1 2022, closing a stake of 5,355 shares — an estimated $444K sold.

Trinity Financial Advisors first reported a position in ITB in Q4 2021 and held it in 1 quarter. The position peaked at $444K in Q4 2021. 273 funds tracked by Wall St. Rank hold ITB as of Q1 2022.

  • Trinity Financial Advisors reported no remaining iShares US Home Construction ETF position as of Q1 2022 after selling out during the quarter.
  • Trinity Financial Advisors sold 5,355 iShares US Home Construction ETF shares in Q1 2022, an estimated $444K.
  • Trinity Financial Advisors first reported a position in iShares US Home Construction ETF in Q4 2021 and held it in 1 quarter.
  • Trinity Financial Advisors's iShares US Home Construction ETF position peaked at $444K in Q4 2021.
  • 273 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2022.

Based on Trinity Financial Advisors's 13F filing for Q1 2022, filed 27 Apr 2022.