Bridge Advisory’s iShares US Telecommunications ETF IYZ Stock Holding History

Bridge Advisory’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
2022 Q1	–	Sell	-6,215	Closed	-$205K	–	100
2021 Q4	$205K	Sell	6,215 -20	-0.3%	-$644	0.09%	96
2021 Q3	$202K	Sell	6,235 -74	-1%	-$2.49K	0.1%	84
2021 Q2	$210K	Buy	6,309 +23	+0.4%	+$763	0.11%	82
2021 Q1	$203K	Buy	+6,286	New	+$199K	0.13%	72

Other funds holding IYZ

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

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

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Bridge Advisory's IYZ Position: Q1 2022 in Review

Bridge Advisory sold out of iShares US Telecommunications ETF (IYZ) in Q1 2022, closing a stake of 6,215 shares — an estimated $205K sold.

Bridge Advisory first reported a position in IYZ in Q1 2021 and held it in 4 quarters. The position peaked at $210K in Q2 2021. 137 funds tracked by Wall St. Rank hold IYZ as of Q1 2022.

Bridge Advisory reported no remaining iShares US Telecommunications ETF position as of Q1 2022 after selling out during the quarter.
Bridge Advisory sold 6,215 iShares US Telecommunications ETF shares in Q1 2022, an estimated $205K.
Bridge Advisory first reported a position in iShares US Telecommunications ETF in Q1 2021 and held it in 4 quarters.
Bridge Advisory's iShares US Telecommunications ETF position peaked at $210K in Q2 2021.
137 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2022.

Based on Bridge Advisory's 13F filing for Q1 2022, filed 18 Apr 2022.