Cambridge Trust’s iShares US Real Estate ETF IYR Stock Holding History

Cambridge Trust’s Portfolio IYR Stock Details IYR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-19	Closed	-$2K	–	1043
2021 Q4	$2K	Buy	+19	New	+$2.08K	﹤0.01%	958
2017 Q2	–	Sell	-4,873	Closed	-$382K	–	258
2017 Q1	$382K	Hold	4,873	–	–	0.03%	209
2016 Q4	$375K	Hold	4,873	–	–	0.03%	204
2016 Q3	$393K	Sell	4,873 -200	-4%	-$16.6K	0.03%	195
2016 Q2	$418K	Sell	5,073 -4,425	-47%	-$347K	0.03%	184
2016 Q1	$740K	Buy	+9,498	New	+$689K	0.06%	130

Other funds holding IYR

CWM

CIBC World Markets New York $20.8B AUM

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $11.5B AUM 18.72% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Cambridge Trust's IYR Position: Q1 2022 in Review

Cambridge Trust sold out of iShares US Real Estate ETF (IYR) in Q1 2022, closing a stake of 19 shares — an estimated $2K sold.

Cambridge Trust first reported a position in IYR in Q1 2016 and held it in 6 quarters. The position peaked at $740K in Q1 2016. 545 funds tracked by Wall St. Rank hold IYR as of Q1 2022.

Cambridge Trust reported no remaining iShares US Real Estate ETF position as of Q1 2022 after selling out during the quarter.
Cambridge Trust sold 19 iShares US Real Estate ETF shares in Q1 2022, an estimated $2K.
Cambridge Trust first reported a position in iShares US Real Estate ETF in Q1 2016 and held it in 6 quarters.
Cambridge Trust's iShares US Real Estate ETF position peaked at $740K in Q1 2016.
545 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q1 2022.

Based on Cambridge Trust's 13F filing for Q1 2022, filed 12 May 2022.