Boyd Watterson Asset Management’s iShares US Telecommunications ETF IYZ Stock Holding History

Boyd Watterson Asset Management’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
2026 Q2	$6.35K	Hold	150	–	–	﹤0.01%	306
2026 Q1	$5.9K	Hold	150	–	–	﹤0.01%	306
2025 Q4	$5.08K	Hold	150	–	–	﹤0.01%	318
2025 Q3	$4.84K	Hold	150	–	–	﹤0.01%	325
2025 Q2	$4.47K	Hold	150	–	–	﹤0.01%	333
2025 Q1	$4.11K	Hold	150	–	–	﹤0.01%	342
2024 Q4	$4.02K	Sell	150 -2	-1%	-$53	﹤0.01%	354
2024 Q3	$3.84K	Hold	152	–	–	﹤0.01%	358
2024 Q2	$3.3K	Hold	152	–	–	﹤0.01%	369
2024 Q1	$3.34K	Hold	152	–	–	﹤0.01%	364
2023 Q4	$3.46K	Hold	152	–	–	﹤0.01%	350
2023 Q3	$3.24K	Hold	152	–	–	﹤0.01%	351
2023 Q2	$3.36K	Hold	152	–	–	﹤0.01%	351
2023 Q1	$3.52K	Hold	152	–	–	﹤0.01%	346
2022 Q4	$3.41K	Buy	+152	New	+$3.39K	﹤0.01%	349

Other funds holding IYZ

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 1-Year Est. Return

Boyd Watterson Asset Management's IYZ Position: Q2 2026 in Review

Boyd Watterson Asset Management held its iShares US Telecommunications ETF (IYZ) position steady in Q2 2026 at 150 shares worth $6.35K. The position accounts for ﹤0.01% of the portfolio, ranked #306.

Boyd Watterson Asset Management first reported a position in IYZ in Q4 2022 and has held it in 15 quarters since. 210 funds tracked by Wall St. Rank hold IYZ as of Q2 2026.

Boyd Watterson Asset Management held 150 shares of iShares US Telecommunications ETF worth $6.35K as of Q2 2026.
Boyd Watterson Asset Management left its iShares US Telecommunications ETF share count unchanged in Q2 2026.
iShares US Telecommunications ETF made up ﹤0.01% of Boyd Watterson Asset Management's portfolio in Q2 2026, its #306 holding.
Boyd Watterson Asset Management first reported a position in iShares US Telecommunications ETF in Q4 2022 and has held it in 15 quarters since.
210 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q2 2026.

Based on Boyd Watterson Asset Management's 13F filing for Q2 2026, filed 7 Aug 2026.