Aldebaran Financial’s iShares US Medical Devices ETF IHI Stock Holding History

Aldebaran Financial’s Portfolio IHI Stock Details IHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-21,480	Closed	-$807K	–	85
2020 Q1	$807K	Buy	21,480 +3,060	+17%	+$129K	0.79%	47
2019 Q4	$811K	Buy	18,420 +240	+1%	+$10.1K	0.62%	56
2019 Q3	$738K	Buy	+18,180	New	+$744K	0.49%	66

Other funds holding IHI

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

HIIFS

Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Aldebaran Financial's IHI Position: Q2 2020 in Review

Aldebaran Financial sold out of iShares US Medical Devices ETF (IHI) in Q2 2020, closing a stake of 21,480 shares — an estimated $807K sold.

Aldebaran Financial first reported a position in IHI in Q3 2019 and held it in 3 quarters. The position peaked at $811K in Q4 2019. 468 funds tracked by Wall St. Rank hold IHI as of Q2 2020.

Aldebaran Financial reported no remaining iShares US Medical Devices ETF position as of Q2 2020 after selling out during the quarter.
Aldebaran Financial sold 21,480 iShares US Medical Devices ETF shares in Q2 2020, an estimated $807K.
Aldebaran Financial first reported a position in iShares US Medical Devices ETF in Q3 2019 and held it in 3 quarters.
Aldebaran Financial's iShares US Medical Devices ETF position peaked at $811K in Q4 2019.
468 funds tracked by Wall St. Rank held iShares US Medical Devices ETF as of Q2 2020.

Based on Aldebaran Financial's 13F filing for Q2 2020, filed 20 Jul 2020.