Bison Wealth’s iShares US Telecommunications ETF IYZ Stock Holding History

Bison Wealth’s Portfolio IYZ Stock Details IYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-49	Closed	-$2K	–	417
2021 Q3	$2K	Hold	49	–	–	﹤0.01%	464
2021 Q2	$2K	Hold	49	–	–	﹤0.01%	452
2021 Q1	$2K	Hold	49	–	–	﹤0.01%	457
2020 Q4	$1K	Hold	49	–	–	﹤0.01%	409
2020 Q3	$1K	Hold	49	–	–	﹤0.01%	363
2020 Q2	$1K	Hold	49	–	–	﹤0.01%	350
2020 Q1	$1K	Hold	49	–	–	﹤0.01%	326
2019 Q4	$1K	Buy	+49	New	+$1.44K	﹤0.01%	386

Other funds holding IYZ

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

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

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

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

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

KCM

Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bison Wealth's IYZ Position: Q4 2021 in Review

Bison Wealth sold out of iShares US Telecommunications ETF (IYZ) in Q4 2021, closing a stake of 49 shares — an estimated $2K sold.

Bison Wealth first reported a position in IYZ in Q4 2019 and held it in 8 quarters. The position peaked at $2K in Q3 2021. 159 funds tracked by Wall St. Rank hold IYZ as of Q4 2021.

Bison Wealth reported no remaining iShares US Telecommunications ETF position as of Q4 2021 after selling out during the quarter.
Bison Wealth sold 49 iShares US Telecommunications ETF shares in Q4 2021, an estimated $2K.
Bison Wealth first reported a position in iShares US Telecommunications ETF in Q4 2019 and held it in 8 quarters.
Bison Wealth's iShares US Telecommunications ETF position peaked at $2K in Q3 2021.
159 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q4 2021.

Based on Bison Wealth's 13F filing for Q4 2021, filed 2 Feb 2022.