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Community Bank’s iShares Genomics Immunology and Healthcare ETF IDNA Stock Holding History

Community Bank’s Portfolio IDNA Stock Details IDNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-350
Closed -$18K – 483
2021
Q2 		$18K Hold
350
– – ﹤0.01% 362
2021
Q1 		$16K Buy
+350
New +$17.1K ﹤0.01% 368

Other funds holding IDNA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RCS
Retirement Capital Strategies San Jose, California $265M AUM 11.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SHJ
Sharkey, Howes & Javer Denver, Colorado $829M AUM 20.38% 1-Year Est. Return
PWP
Principle Wealth Partners Madison, Connecticut $1.75B AUM 21.63% 1-Year Est. Return

Community Bank's IDNA Position: Q3 2021 in Review

Community Bank sold out of iShares Genomics Immunology and Healthcare ETF (IDNA) in Q3 2021, closing a stake of 350 shares — an estimated $18K sold.

Community Bank first reported a position in IDNA in Q1 2021 and held it in 2 quarters. The position peaked at $18K in Q2 2021. 89 funds tracked by Wall St. Rank hold IDNA as of Q3 2021.

  • Community Bank reported no remaining iShares Genomics Immunology and Healthcare ETF position as of Q3 2021 after selling out during the quarter.
  • Community Bank sold 350 iShares Genomics Immunology and Healthcare ETF shares in Q3 2021, an estimated $18K.
  • Community Bank first reported a position in iShares Genomics Immunology and Healthcare ETF in Q1 2021 and held it in 2 quarters.
  • Community Bank's iShares Genomics Immunology and Healthcare ETF position peaked at $18K in Q2 2021.
  • 89 funds tracked by Wall St. Rank held iShares Genomics Immunology and Healthcare ETF as of Q3 2021.

Based on Community Bank's 13F filing for Q3 2021, filed 28 Oct 2021.