CBT
IYG icon

Central Bank & Trust’s iShares US Financial Services ETF IYG Stock Holding History

Central Bank & Trust’s Portfolio IYG Stock Details IYG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-327
Closed -$20K – 324
2022
Q1 		$20K Buy
+327
New +$20.6K ﹤0.01% 263

Other funds holding IYG

RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Central Bank & Trust's IYG Position: Q2 2022 in Review

Central Bank & Trust sold out of iShares US Financial Services ETF (IYG) in Q2 2022, closing a stake of 327 shares — an estimated $20K sold.

Central Bank & Trust first reported a position in IYG in Q1 2022 and held it in 1 quarter. The position peaked at $20K in Q1 2022. 232 funds tracked by Wall St. Rank hold IYG as of Q2 2022.

  • Central Bank & Trust reported no remaining iShares US Financial Services ETF position as of Q2 2022 after selling out during the quarter.
  • Central Bank & Trust sold 327 iShares US Financial Services ETF shares in Q2 2022, an estimated $20K.
  • Central Bank & Trust first reported a position in iShares US Financial Services ETF in Q1 2022 and held it in 1 quarter.
  • Central Bank & Trust's iShares US Financial Services ETF position peaked at $20K in Q1 2022.
  • 232 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2022.

Based on Central Bank & Trust's 13F filing for Q2 2022, filed 22 Jul 2022.