Bison Wealth’s iShares US Consumer Staples ETF IYK Stock Holding History

Bison Wealth’s Portfolio IYK Stock Details IYK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-114	Closed	-$7K	–	295
2022 Q2	$7K	Sell	114 -807	-88%	-$54.2K	﹤0.01%	295
2022 Q1	$61K	Buy	+921	New	+$61.4K	0.03%	254
2021 Q4	–	Sell	-243	Closed	-$15K	–	416
2021 Q3	$15K	Hold	243	–	–	0.01%	394
2021 Q2	$15K	Hold	243	–	–	0.01%	383
2021 Q1	$14K	Hold	243	–	–	0.01%	390
2020 Q4	$14K	Hold	243	–	–	0.01%	346
2020 Q3	$12K	Hold	243	–	–	0.01%	311
2020 Q2	$10K	Buy	+243	New	+$9.81K	0.01%	311

Other funds holding IYK

Bank of America

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

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return