Advisors Preferred’s iShares US Consumer Staples ETF IYK Stock Holding History

Advisors Preferred’s Portfolio IYK Stock Details IYK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-474	Closed	-$31.7K	–	218
2023 Q1	$31.7K	Sell	474 -4,044	-90%	-$265K	0.01%	134
2022 Q4	$304K	Buy	4,518 +3,846	+572%	+$253K	0.13%	80
2022 Q3	$41K	Buy	+672	New	+$44.1K	0.02%	110
2022 Q2	–	Sell	-792	Closed	-$54K	–	164
2022 Q1	$54K	Buy	+792	New	+$52.8K	﹤0.01%	136
2016 Q2	–	Sell	-1,968	Closed	-$74K	–	262
2016 Q1	$74K	Buy	1,968 +1,839	+1,426%	+$65.4K	0.04%	78
2015 Q4	$5K	Buy	+129	New	+$4.66K	﹤0.01%	188
2015 Q3	–	Sell	-1,806	Closed	-$63K	–	234
2015 Q2	$63K	Buy	+1,806	New	+$64.2K	0.04%	110

Other funds holding IYK

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

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Advisors Preferred's IYK Position: Q2 2023 in Review

Advisors Preferred sold out of iShares US Consumer Staples ETF (IYK) in Q2 2023, closing a stake of 474 shares — an estimated $31.7K sold.

Advisors Preferred first reported a position in IYK in Q2 2015 and held it in 7 quarters. The position peaked at $304K in Q4 2022. 244 funds tracked by Wall St. Rank hold IYK as of Q2 2023.

Advisors Preferred reported no remaining iShares US Consumer Staples ETF position as of Q2 2023 after selling out during the quarter.
Advisors Preferred sold 474 iShares US Consumer Staples ETF shares in Q2 2023, an estimated $31.7K.
Advisors Preferred first reported a position in iShares US Consumer Staples ETF in Q2 2015 and held it in 7 quarters.
Advisors Preferred's iShares US Consumer Staples ETF position peaked at $304K in Q4 2022.
244 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2023.

Based on Advisors Preferred's 13F filing for Q2 2023, filed 4 Aug 2023.