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Braun-Bostich & Associates’s iShares US Transportation ETF IYT Stock Holding History

Braun-Bostich & Associates’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
2022
Q1 		– Sell
-7,392
Closed -$237K – 107
2021
Q4 		$237K Buy
+7,392
New +$494K 0.06% 96

Other funds holding IYT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HTC
Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

Braun-Bostich & Associates's IYT Position: Q1 2022 in Review

Braun-Bostich & Associates sold out of iShares US Transportation ETF (IYT) in Q1 2022, closing a stake of 7,392 shares — an estimated $237K sold.

Braun-Bostich & Associates first reported a position in IYT in Q4 2021 and held it in 1 quarter. The position peaked at $237K in Q4 2021. 230 funds tracked by Wall St. Rank hold IYT as of Q1 2022.

  • Braun-Bostich & Associates reported no remaining iShares US Transportation ETF position as of Q1 2022 after selling out during the quarter.
  • Braun-Bostich & Associates sold 7,392 iShares US Transportation ETF shares in Q1 2022, an estimated $237K.
  • Braun-Bostich & Associates first reported a position in iShares US Transportation ETF in Q4 2021 and held it in 1 quarter.
  • Braun-Bostich & Associates's iShares US Transportation ETF position peaked at $237K in Q4 2021.
  • 230 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2022.

Based on Braun-Bostich & Associates's 13F filing for Q1 2022, filed 13 May 2022.