Bard Financial Services’s iShares US Basic Materials ETF IYM Stock Holding History

Bard Financial Services’s Portfolio IYM Stock Details IYM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-3,000	Closed	-$399K	–	269
2023 Q2	$399K	Hold	3,000	–	–	0.03%	231
2023 Q1	$398K	Hold	3,000	–	–	0.03%	227
2022 Q4	$374K	Hold	3,000	–	–	0.03%	229
2022 Q3	$324K	Hold	3,000	–	–	0.03%	231
2022 Q2	$353K	Hold	3,000	–	–	0.03%	223
2022 Q1	$449K	Hold	3,000	–	–	0.04%	202
2021 Q4	$421K	Hold	3,000	–	–	0.03%	201
2021 Q3	$374K	Hold	3,000	–	–	0.03%	202
2021 Q2	$291K	Hold	3,000	–	–	0.03%	224
2021 Q1	$377K	Hold	3,000	–	–	0.04%	199
2020 Q4	$340K	Buy	+3,000	New	+$320K	0.03%	198

Other funds holding IYM

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

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

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

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

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bard Financial Services's IYM Position: Q3 2023 in Review

Bard Financial Services sold out of iShares US Basic Materials ETF (IYM) in Q3 2023, closing a stake of 3,000 shares — an estimated $399K sold.

Bard Financial Services first reported a position in IYM in Q4 2020 and held it in 11 quarters. The position peaked at $449K in Q1 2022. 192 funds tracked by Wall St. Rank hold IYM as of Q3 2023.

Bard Financial Services reported no remaining iShares US Basic Materials ETF position as of Q3 2023 after selling out during the quarter.
Bard Financial Services sold 3,000 iShares US Basic Materials ETF shares in Q3 2023, an estimated $399K.
Bard Financial Services first reported a position in iShares US Basic Materials ETF in Q4 2020 and held it in 11 quarters.
Bard Financial Services's iShares US Basic Materials ETF position peaked at $449K in Q1 2022.
192 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2023.

Based on Bard Financial Services's 13F filing for Q3 2023, filed 16 Oct 2023.