TRUE Private Wealth Advisors’s iShares US Home Construction ETF ITB Stock Holding History

TRUE Private Wealth 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
2021 Q1	–	Sell	-288	Closed	-$16K	–	464
2020 Q4	$16K	Hold	288	–	–	﹤0.01%	475
2020 Q3	$16K	Hold	288	–	–	﹤0.01%	430
2020 Q2	$12K	Hold	288	–	–	﹤0.01%	464
2020 Q1	$8K	Sell	288 -612	-68%	-$26.2K	﹤0.01%	480
2019 Q4	$39K	Buy	+900	New	+$40.2K	0.01%	399
2019 Q3	–	Sell	-900	Closed	-$34K	–	477
2019 Q2	$34K	Buy	+900	New	+$34K	0.01%	386
2018 Q4	–	Sell	-900	Closed	-$31.8K	–	583
2018 Q3	$31.8K	Buy	+900	New	+$34.1K	﹤0.01%	536

Other funds holding ITB

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Phoenix Financial Givatayim, Israel $14.6B AUM 57.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $3.19B AUM 24.42% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

TRUE Private Wealth Advisors's ITB Position: Q1 2021 in Review

TRUE Private Wealth Advisors sold out of iShares US Home Construction ETF (ITB) in Q1 2021, closing a stake of 288 shares — an estimated $16K sold.

TRUE Private Wealth Advisors first reported a position in ITB in Q3 2018 and held it in 7 quarters. The position peaked at $39K in Q4 2019. 269 funds tracked by Wall St. Rank hold ITB as of Q1 2021.

TRUE Private Wealth Advisors reported no remaining iShares US Home Construction ETF position as of Q1 2021 after selling out during the quarter.
TRUE Private Wealth Advisors sold 288 iShares US Home Construction ETF shares in Q1 2021, an estimated $16K.
TRUE Private Wealth Advisors first reported a position in iShares US Home Construction ETF in Q3 2018 and held it in 7 quarters.
TRUE Private Wealth Advisors's iShares US Home Construction ETF position peaked at $39K in Q4 2019.
269 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q1 2021.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.