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TrueWealth LLC’s iShares US Home Construction ETF ITB Stock Holding History

TrueWealth LLC’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
2020
Q2 		$86K Hold
1,940
– – 0.04% 212
2020
Q1 		$56K Buy
+1,940
New +$83.1K 0.03% 235

Other funds holding ITB

MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
NSLI
Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return
PVH
Psagot Value Holdings Tel Aviv, Israel $11M AUM 32.09% 1-Year Est. Return
MMEA
Main Management ETF Advisors San Francisco, California $2.68B AUM 24.27% 1-Year Est. Return
MTWSIF
Mivtachim The Workers Social Insurance Fund Tel Aviv, Israel $789M AUM 73.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AWG
Alpha Wave Global New York $791M AUM 113.77% 1-Year Est. Return

TrueWealth LLC's ITB Position: Q2 2020 in Review

TrueWealth LLC held its iShares US Home Construction ETF (ITB) position steady in Q2 2020 at 1,940 shares worth $86K. The position accounts for 0.04% of the portfolio, ranked #212.

TrueWealth LLC first reported a position in ITB in Q1 2020 and has held it in 2 quarters since. 213 funds tracked by Wall St. Rank hold ITB as of Q2 2020.

  • TrueWealth LLC held 1,940 shares of iShares US Home Construction ETF worth $86K as of Q2 2020.
  • TrueWealth LLC left its iShares US Home Construction ETF share count unchanged in Q2 2020.
  • iShares US Home Construction ETF made up 0.04% of TrueWealth LLC's portfolio in Q2 2020, its #212 holding.
  • TrueWealth LLC first reported a position in iShares US Home Construction ETF in Q1 2020 and has held it in 2 quarters since.
  • 213 funds tracked by Wall St. Rank held iShares US Home Construction ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.