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True Link Financial Advisors’s iShares US Infrastructure ETF IFRA Stock Holding History

True Link Financial Advisors’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
2022
Q3 		– Sell
-20,366
Closed -$693K – 131
2022
Q2 		$693K Buy
+20,366
New +$752K 0.1% 76

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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
5L
55I LLC Boston, Massachusetts $3.58B AUM 17.97% 1-Year Est. Return

True Link Financial Advisors's IFRA Position: Q3 2022 in Review

True Link Financial Advisors sold out of iShares US Infrastructure ETF (IFRA) in Q3 2022, closing a stake of 20,366 shares — an estimated $693K sold.

True Link Financial Advisors first reported a position in IFRA in Q2 2022 and held it in 1 quarter. The position peaked at $693K in Q2 2022. 291 funds tracked by Wall St. Rank hold IFRA as of Q3 2022.

  • True Link Financial Advisors reported no remaining iShares US Infrastructure ETF position as of Q3 2022 after selling out during the quarter.
  • True Link Financial Advisors sold 20,366 iShares US Infrastructure ETF shares in Q3 2022, an estimated $693K.
  • True Link Financial Advisors first reported a position in iShares US Infrastructure ETF in Q2 2022 and held it in 1 quarter.
  • True Link Financial Advisors's iShares US Infrastructure ETF position peaked at $693K in Q2 2022.
  • 291 funds tracked by Wall St. Rank held iShares US Infrastructure ETF as of Q3 2022.

Based on True Link Financial Advisors's 13F filing for Q3 2022, filed 9 Nov 2022.