Number of Shares
612,418.00
Current Holdings Value*
$15.13 Mil
% of Portfolio
2.72%
Total Estimate Gain
$-411,262.86
% of Total Estimate Gain
-2.42%

Boston Standard Wealth Management, LLC's iShares Global REIT ETF Holding Summary

As of 2025-06-30, Boston Standard Wealth Management, LLC held 612,418.00 shares of iShares Global REIT ETF(REET), totaling $15.13 Mil. This investment constitutes 2.72% of their stock portfolio, and Boston Standard Wealth Management, LLC now holds 0.36% of the outstanding iShares Global REIT ETF(REET) stock.

The initial trade took place in 2021Q2. And since then Boston Standard Wealth Management, LLC has made 11 purchases of REET, at an average price of $25.83, for a total of 658,459.00 shares. In addition, there have been 5 sales at an average price of $24.53 for 46,041.00 shares. Based on historical transaction data and REET's current price of $25.26, Boston Standard Wealth Management, LLC's estimated gain on his REET holdings is $-411,262.86, reflecting a -2.42% gain to date.

Boston Standard Wealth Management, LLC REET ($25.26) Holding Chart

Boston Standard Wealth Management, LLC REET ($25.26) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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