B, B, H, & B Inc’s State Street SPDR Dow Jones Industrial Average ETF Trust DIA Stock Holding History

B, B, H, & B Inc’s Portfolio DIA Stock Details DIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$486K	Hold	1,400	–	–	0.46%	24
2021 Q4	$509K	Buy	1,400 +200	+17%	+$71.1K	0.42%	25
2021 Q3	$406K	Sell	1,200 -100	-8%	-$34.9K	0.37%	25
2021 Q2	$448K	Buy	1,300 +175	+16%	+$59.7K	0.44%	25
2021 Q1	$371K	Buy	1,125 +125	+13%	+$39.5K	0.39%	23
2020 Q4	$305K	Buy	+1,000	New	+$291K	0.26%	27

Other funds holding DIA

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

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

NAM

Nissay Asset Management Tokyo, Japan $18.9B AUM 27.21% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 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

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

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

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

B, B, H, & B Inc's DIA Position: Q1 2022 in Review

B, B, H, & B Inc held its State Street SPDR Dow Jones Industrial Average ETF Trust (DIA) position steady in Q1 2022 at 1,400 shares worth $486K. The position accounts for 0.46% of the portfolio, ranked #24.

B, B, H, & B Inc first reported a position in DIA in Q4 2020 and has held it in 6 quarters since. The position peaked at $509K in Q4 2021. 989 funds tracked by Wall St. Rank hold DIA as of Q1 2022.

B, B, H, & B Inc held 1,400 shares of State Street SPDR Dow Jones Industrial Average ETF Trust worth $486K as of Q1 2022.
B, B, H, & B Inc left its State Street SPDR Dow Jones Industrial Average ETF Trust share count unchanged in Q1 2022.
State Street SPDR Dow Jones Industrial Average ETF Trust made up 0.46% of B, B, H, & B Inc's portfolio in Q1 2022, its #24 holding.
B, B, H, & B Inc first reported a position in State Street SPDR Dow Jones Industrial Average ETF Trust in Q4 2020 and has held it in 6 quarters since.
B, B, H, & B Inc's State Street SPDR Dow Jones Industrial Average ETF Trust position peaked at $509K in Q4 2021.
989 funds tracked by Wall St. Rank held State Street SPDR Dow Jones Industrial Average ETF Trust as of Q1 2022.

Based on B, B, H, & B Inc's 13F filing for Q1 2022, filed 10 May 2022.