Advisors Preferred’s iShares US Financials ETF IYF Stock Holding History

Advisors Preferred’s Portfolio IYF Stock Details IYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-2,151	Closed	-$180K	–	204
2021 Q3	$180K	Sell	2,151 -125	-5%	-$10.4K	0.03%	138
2021 Q2	$186K	Buy	+2,276	New	+$183K	0.02%	150
2019 Q3	–	Sell	-469,238	Closed	-$29.7M	–	252
2019 Q2	$29.7M	Buy	+469,238	New	+$28.9M	10.1%	3
2016 Q1	–	Sell	-299,282	Closed	-$13.2M	–	241
2015 Q4	$13.2M	Buy	+299,282	New	+$13.3M	7.2%	5

Other funds holding IYF

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Advisors Preferred's IYF Position: Q4 2021 in Review

Advisors Preferred sold out of iShares US Financials ETF (IYF) in Q4 2021, closing a stake of 2,151 shares — an estimated $180K sold.

Advisors Preferred first reported a position in IYF in Q4 2015 and held it in 4 quarters. The position peaked at $29.7M in Q2 2019. 347 funds tracked by Wall St. Rank hold IYF as of Q4 2021.

Advisors Preferred reported no remaining iShares US Financials ETF position as of Q4 2021 after selling out during the quarter.
Advisors Preferred sold 2,151 iShares US Financials ETF shares in Q4 2021, an estimated $180K.
Advisors Preferred first reported a position in iShares US Financials ETF in Q4 2015 and held it in 4 quarters.
Advisors Preferred's iShares US Financials ETF position peaked at $29.7M in Q2 2019.
347 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q4 2021.

Based on Advisors Preferred's 13F filing for Q4 2021, filed 7 Feb 2022.