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Bosun Asset Management’s iShares US Basic Materials ETF IYM Stock Holding History

Bosun Asset Management’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
-750
Closed -$99.8K – 142
2023
Q2 		$99.8K Buy
+750
New +$96.6K 0.1% 146
2022
Q4 		– Sell
-2,290
Closed -$248K – 77
2022
Q3 		$248K Buy
+2,290
New +$274K 0.38% 48

Other funds holding IYM

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bosun Asset Management's IYM Position: Q3 2023 in Review

Bosun Asset Management sold out of iShares US Basic Materials ETF (IYM) in Q3 2023, closing a stake of 750 shares — an estimated $99.8K sold.

Bosun Asset Management first reported a position in IYM in Q3 2022 and held it in 2 quarters. The position peaked at $248K in Q3 2022. 192 funds tracked by Wall St. Rank hold IYM as of Q3 2023.

  • Bosun Asset Management reported no remaining iShares US Basic Materials ETF position as of Q3 2023 after selling out during the quarter.
  • Bosun Asset Management sold 750 iShares US Basic Materials ETF shares in Q3 2023, an estimated $99.8K.
  • Bosun Asset Management first reported a position in iShares US Basic Materials ETF in Q3 2022 and held it in 2 quarters.
  • Bosun Asset Management's iShares US Basic Materials ETF position peaked at $248K in Q3 2022.
  • 192 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q3 2023.

Based on Bosun Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.