CBT
IYY icon

Central Bank & Trust’s iShares Dow Jones US ETF IYY Stock Holding History

Central Bank & Trust’s Portfolio IYY Stock Details IYY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-1,540
Closed -$145K – 290
2020
Q4 		$145K Sell
1,540
-2,180
-59% -$194K 0.03% 157
2020
Q3 		$310K Buy
+3,720
New +$306K 0.06% 122

Other funds holding IYY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Central Bank & Trust's IYY Position: Q1 2021 in Review

Central Bank & Trust sold out of iShares Dow Jones US ETF (IYY) in Q1 2021, closing a stake of 1,540 shares — an estimated $145K sold.

Central Bank & Trust first reported a position in IYY in Q3 2020 and held it in 2 quarters. The position peaked at $310K in Q3 2020. 174 funds tracked by Wall St. Rank hold IYY as of Q1 2021.

  • Central Bank & Trust reported no remaining iShares Dow Jones US ETF position as of Q1 2021 after selling out during the quarter.
  • Central Bank & Trust sold 1,540 iShares Dow Jones US ETF shares in Q1 2021, an estimated $145K.
  • Central Bank & Trust first reported a position in iShares Dow Jones US ETF in Q3 2020 and held it in 2 quarters.
  • Central Bank & Trust's iShares Dow Jones US ETF position peaked at $310K in Q3 2020.
  • 174 funds tracked by Wall St. Rank held iShares Dow Jones US ETF as of Q1 2021.

Based on Central Bank & Trust's 13F filing for Q1 2021, filed 20 Apr 2021.