Beacon Capital Management LLC (Tennessee)’s iShares US Transportation ETF IYT Stock Holding History

Beacon Capital Management LLC (Tennessee)’s Portfolio IYT Stock Details IYT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-400	Closed	-$21.4K	–	980
2022 Q4	$21.4K	Hold	400	–	–	0.01%	361
2022 Q3	$21K	Hold	400	–	–	0.01%	334
2022 Q2	$27K	Hold	400	–	–	0.01%	337
2022 Q1	$27K	Buy	+400	New	+$26.3K	0.01%	337

Other funds holding IYT

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s IYT Position: Q1 2023 in Review

Beacon Capital Management LLC (Tennessee) sold out of iShares US Transportation ETF (IYT) in Q1 2023, closing a stake of 400 shares — an estimated $21.4K sold.

Beacon Capital Management LLC (Tennessee) first reported a position in IYT in Q1 2022 and held it in 4 quarters. The position peaked at $27K in Q2 2022. 175 funds tracked by Wall St. Rank hold IYT as of Q1 2023.

Beacon Capital Management LLC (Tennessee) reported no remaining iShares US Transportation ETF position as of Q1 2023 after selling out during the quarter.
Beacon Capital Management LLC (Tennessee) sold 400 iShares US Transportation ETF shares in Q1 2023, an estimated $21.4K.
Beacon Capital Management LLC (Tennessee) first reported a position in iShares US Transportation ETF in Q1 2022 and held it in 4 quarters.
Beacon Capital Management LLC (Tennessee)'s iShares US Transportation ETF position peaked at $27K in Q2 2022.
175 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2023.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q1 2023, filed 20 Apr 2023.