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Capital Bank & Trust’s iShares US Healthcare ETF IYH Stock Holding History

Capital Bank & Trust’s Portfolio IYH Stock Details IYH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-255
Closed -$10K – 472
2020
Q1 		$10K Buy
+255
New +$10.5K ﹤0.01% 547

Other funds holding IYH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Capital Bank & Trust's IYH Position: Q2 2020 in Review

Capital Bank & Trust sold out of iShares US Healthcare ETF (IYH) in Q2 2020, closing a stake of 255 shares — an estimated $10K sold.

Capital Bank & Trust first reported a position in IYH in Q1 2020 and held it in 1 quarter. The position peaked at $10K in Q1 2020. 329 funds tracked by Wall St. Rank hold IYH as of Q2 2020.

  • Capital Bank & Trust reported no remaining iShares US Healthcare ETF position as of Q2 2020 after selling out during the quarter.
  • Capital Bank & Trust sold 255 iShares US Healthcare ETF shares in Q2 2020, an estimated $10K.
  • Capital Bank & Trust first reported a position in iShares US Healthcare ETF in Q1 2020 and held it in 1 quarter.
  • Capital Bank & Trust's iShares US Healthcare ETF position peaked at $10K in Q1 2020.
  • 329 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2020.

Based on Capital Bank & Trust's 13F filing for Q2 2020, filed 14 Aug 2020.