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Dubuque Bank & Trust’s iShares US Real Estate ETF IYR Stock Holding History

Dubuque Bank & Trust’s Portfolio IYR Stock Details IYR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-65
Closed -$5K – 563
2016
Q2 		$5K Buy
+65
New +$5.09K ﹤0.01% 486

Other funds holding IYR

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Dubuque Bank & Trust's IYR Position: Q3 2016 in Review

Dubuque Bank & Trust sold out of iShares US Real Estate ETF (IYR) in Q3 2016, closing a stake of 65 shares — an estimated $5K sold.

Dubuque Bank & Trust first reported a position in IYR in Q2 2016 and held it in 1 quarter. The position peaked at $5K in Q2 2016. 346 funds tracked by Wall St. Rank hold IYR as of Q3 2016.

  • Dubuque Bank & Trust reported no remaining iShares US Real Estate ETF position as of Q3 2016 after selling out during the quarter.
  • Dubuque Bank & Trust sold 65 iShares US Real Estate ETF shares in Q3 2016, an estimated $5K.
  • Dubuque Bank & Trust first reported a position in iShares US Real Estate ETF in Q2 2016 and held it in 1 quarter.
  • Dubuque Bank & Trust's iShares US Real Estate ETF position peaked at $5K in Q2 2016.
  • 346 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2016.

Based on Dubuque Bank & Trust's 13F filing for Q3 2016, filed 8 Nov 2016.