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Custos Family Office’s iShares US Telecommunications ETF IYZ Stock Holding History

Custos Family Office’s Portfolio IYZ Stock Details IYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-6,257
Closed -$206K – 29
2021
Q4 		$206K Buy
+6,257
New +$201K 0.18% 31

Other funds holding IYZ

Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Custos Family Office's IYZ Position: Q1 2022 in Review

Custos Family Office sold out of iShares US Telecommunications ETF (IYZ) in Q1 2022, closing a stake of 6,257 shares — an estimated $206K sold.

Custos Family Office first reported a position in IYZ in Q4 2021 and held it in 1 quarter. The position peaked at $206K in Q4 2021. 137 funds tracked by Wall St. Rank hold IYZ as of Q1 2022.

  • Custos Family Office reported no remaining iShares US Telecommunications ETF position as of Q1 2022 after selling out during the quarter.
  • Custos Family Office sold 6,257 iShares US Telecommunications ETF shares in Q1 2022, an estimated $206K.
  • Custos Family Office first reported a position in iShares US Telecommunications ETF in Q4 2021 and held it in 1 quarter.
  • Custos Family Office's iShares US Telecommunications ETF position peaked at $206K in Q4 2021.
  • 137 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2022.

Based on Custos Family Office's 13F filing for Q1 2022, filed 11 May 2022.