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

Dubuque 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
2015 Q2	–	Sell	-410	Closed	-$13K	–	633
2015 Q1	$13K	Buy	+410	New	+$12.4K	﹤0.01%	428

Other funds holding IYH

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Churchill Management Los Angeles, California $9.21B AUM 19.91% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TFA

Transamerica Financial Advisors St. Petersburg, Florida $1.17B AUM 23.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

FSIM

F-Squared Investment Management Wellesley, Massachusetts $1.55B AUM 4.2% 1-Year Est. Return

Dubuque Bank & Trust's IYH Position: Q2 2015 in Review

Dubuque Bank & Trust sold out of iShares US Healthcare ETF (IYH) in Q2 2015, closing a stake of 410 shares — an estimated $13K sold.

Dubuque Bank & Trust first reported a position in IYH in Q1 2015 and held it in 1 quarter. The position peaked at $13K in Q1 2015. 196 funds tracked by Wall St. Rank hold IYH as of Q2 2015.

Dubuque Bank & Trust reported no remaining iShares US Healthcare ETF position as of Q2 2015 after selling out during the quarter.
Dubuque Bank & Trust sold 410 iShares US Healthcare ETF shares in Q2 2015, an estimated $13K.
Dubuque Bank & Trust first reported a position in iShares US Healthcare ETF in Q1 2015 and held it in 1 quarter.
Dubuque Bank & Trust's iShares US Healthcare ETF position peaked at $13K in Q1 2015.
196 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2015.

Based on Dubuque Bank & Trust's 13F filing for Q2 2015, filed 12 Aug 2015.