Tru Independence Asset Management 2’s iShares US Home Construction ETF ITB Stock Holding History

Tru Independence Asset Management 2’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
2023 Q1	$712K	Buy	+10,130	New	+$684K	0.72%	31
2022 Q3	$579K	Hold	11,125	–	–	0.62%	25
2022 Q2	$584K	Hold	11,125	–	–	0.48%	31
2022 Q1	$659K	Buy	11,125 +2,235	+25%	+$153K	0.38%	37
2021 Q4	$737K	Buy	+8,890	New	+$670K	0.39%	50

Other funds holding ITB

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MIFH

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

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

CAAS

Capital Asset Advisory Services Williamston, Michigan $2.61B AUM 15.59% 1-Year Est. Return

Tru Independence Asset Management 2's ITB Position: Q1 2023 in Review

Tru Independence Asset Management 2 opened a new position in iShares US Home Construction ETF (ITB) in Q1 2023: 10,130 shares worth $712K. The stake represents 0.72% of the portfolio and ranks #31 among its holdings. This is a return to the name: Tru Independence Asset Management 2 previously reported a position in ITB as recently as Q3 2022.

Tru Independence Asset Management 2 first reported a position in ITB in Q4 2021 and has held it in 5 quarters since. The position peaked at $737K in Q4 2021. 252 funds tracked by Wall St. Rank hold ITB as of Q1 2023.

Tru Independence Asset Management 2 held 10,130 shares of iShares US Home Construction ETF worth $712K as of Q1 2023.
iShares US Home Construction ETF was a new Tru Independence Asset Management 2 position in Q1 2023.
iShares US Home Construction ETF made up 0.72% of Tru Independence Asset Management 2's portfolio in Q1 2023, its #31 holding.
Tru Independence Asset Management 2 first reported a position in iShares US Home Construction ETF in Q4 2021 and has held it in 5 quarters since.
Tru Independence Asset Management 2's iShares US Home Construction ETF position peaked at $737K in Q4 2021.
252 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2023.

Based on Tru Independence Asset Management 2's 13F filing for Q1 2023, filed 26 Apr 2023.