TrueWealth LLC’s iShares US Real Estate ETF IYR Stock Holding History

TrueWealth LLC’s Portfolio IYR Stock Details IYR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	$285K	Sell	3,622 -212	-6%	-$16.1K	0.12%	103
2020 Q1	$267K	Hold	3,834	–	–	0.13%	99
2019 Q4	$357K	Buy	3,834 +6	+0.2%	+$556	0.14%	96
2019 Q3	$358K	Hold	3,828	–	–	0.15%	93
2019 Q2	$334K	Sell	3,828 -398	-9%	-$34.8K	0.15%	96
2019 Q1	$368K	Sell	4,226 -1,364	-24%	-$113K	0.17%	91
2018 Q4	$419K	Buy	5,590 +5	+0.1%	+$393	0.21%	77
2018 Q3	$447K	Sell	5,585 -1,411	-20%	-$115K	0.2%	77
2018 Q2	$564K	Sell	6,996 -1,400	-17%	-$108K	0.27%	58
2018 Q1	$634K	Buy	8,396 +748	+10%	+$56.8K	0.32%	47
2017 Q4	$620K	Buy	+7,648	New	+$621K	0.29%	58

Other funds holding IYR

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return

TrueWealth LLC's IYR Position: Q2 2020 in Review

TrueWealth LLC reduced its iShares US Real Estate ETF (IYR) stake by 5.5% in Q2 2020, selling an estimated $16.1K and leaving 3,622 shares worth $285K. The position accounts for 0.12% of the portfolio, ranked #103.

TrueWealth LLC first reported a position in IYR in Q4 2017 and has held it in 11 quarters since. The position peaked at $634K in Q1 2018. 416 funds tracked by Wall St. Rank hold IYR as of Q2 2020.

TrueWealth LLC held 3,622 shares of iShares US Real Estate ETF worth $285K as of Q2 2020.
TrueWealth LLC sold 212 iShares US Real Estate ETF shares in Q2 2020, an estimated $16.1K.
iShares US Real Estate ETF made up 0.12% of TrueWealth LLC's portfolio in Q2 2020, its #103 holding.
TrueWealth LLC first reported a position in iShares US Real Estate ETF in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's iShares US Real Estate ETF position peaked at $634K in Q1 2018.
416 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q2 2020.

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