Bard Financial Services’s iShares US Real Estate ETF IYR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-3,750	Closed	-$325K	–	270
2023 Q2	$325K	Hold	3,750	–	–	0.02%	250
2023 Q1	$318K	Hold	3,750	–	–	0.03%	250
2022 Q4	$316K	Hold	3,750	–	–	0.03%	242
2022 Q3	$305K	Hold	3,750	–	–	0.03%	234
2022 Q2	$345K	Hold	3,750	–	–	0.03%	225
2022 Q1	$406K	Hold	3,750	–	–	0.03%	215
2021 Q4	$436K	Hold	3,750	–	–	0.04%	196
2021 Q3	$384K	Hold	3,750	–	–	0.03%	199
2021 Q2	$382K	Hold	3,750	–	–	0.03%	204
2021 Q1	$345K	Hold	3,750	–	–	0.03%	204
2020 Q4	$321K	Buy	+3,750	New	+$312K	0.03%	205

Other funds holding IYR

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

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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

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

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

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

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

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

Bard Financial Services sold out of iShares US Real Estate ETF (IYR) in Q3 2023, closing a stake of 3,750 shares — an estimated $325K sold.

Bard Financial Services first reported a position in IYR in Q4 2020 and held it in 11 quarters. The position peaked at $436K in Q4 2021. 458 funds tracked by Wall St. Rank hold IYR as of Q3 2023.

Bard Financial Services reported no remaining iShares US Real Estate ETF position as of Q3 2023 after selling out during the quarter.
Bard Financial Services sold 3,750 iShares US Real Estate ETF shares in Q3 2023, an estimated $325K.
Bard Financial Services first reported a position in iShares US Real Estate ETF in Q4 2020 and held it in 11 quarters.
Bard Financial Services's iShares US Real Estate ETF position peaked at $436K in Q4 2021.
458 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2023.

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