Cambridge Trust’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Cambridge Trust’s Portfolio IAI Stock Details IAI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	$102K	Buy	+880	New	+$95.7K	﹤0.01%	341

Other funds holding IAI

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

WAS

WESPAC Advisors SoCal Pasadena, California $560M AUM 37.11% 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

SFI Advisors Montclair, New Jersey $95.2M AUM 23.7% 1-Year Est. Return

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

MIG

McGuire Investment Group Wakefield, Rhode Island $885M AUM 47.78% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Trust's IAI Position: Q1 2024 in Review

Cambridge Trust opened a new position in iShares US Broker-Dealers & Securities Exchanges ETF (IAI) in Q1 2024: 880 shares worth $102K. The stake represents ﹤0.01% of the portfolio and ranks #341 among its holdings.

92 funds tracked by Wall St. Rank hold IAI as of Q1 2024.

Cambridge Trust held 880 shares of iShares US Broker-Dealers & Securities Exchanges ETF worth $102K as of Q1 2024.
iShares US Broker-Dealers & Securities Exchanges ETF was a new Cambridge Trust position in Q1 2024.
iShares US Broker-Dealers & Securities Exchanges ETF made up ﹤0.01% of Cambridge Trust's portfolio in Q1 2024, its #341 holding.
92 funds tracked by Wall St. Rank held iShares US Broker-Dealers & Securities Exchanges ETF as of Q1 2024.

Based on Cambridge Trust's 13F filing for Q1 2024, filed 30 May 2024.