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

Enterprise 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
2022 Q1	–	Sell	-5,600	Closed	-$336K	–	92
2021 Q4	$336K	Hold	5,600	–	–	0.12%	77
2021 Q3	$309K	Hold	5,600	–	–	0.12%	78
2021 Q2	$306K	Hold	5,600	–	–	0.12%	74
2021 Q1	$283K	Hold	5,600	–	–	0.12%	74
2020 Q4	$275K	Hold	5,600	–	–	0.12%	80
2020 Q3	$254K	Hold	5,600	–	–	0.12%	77
2020 Q2	$242K	Hold	5,600	–	–	0.12%	78
2020 Q1	$210K	Hold	5,600	–	–	0.12%	74
2019 Q4	$242K	Hold	5,600	–	–	0.11%	85
2019 Q3	$212K	Hold	5,600	–	–	0.1%	81
2019 Q2	$219K	Hold	5,600	–	–	0.11%	80
2019 Q1	$217K	Buy	+5,600	New	+$213K	0.09%	96

Other funds holding IYH

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Enterprise Bank & Trust's IYH Position: Q1 2022 in Review

Enterprise Bank & Trust sold out of iShares US Healthcare ETF (IYH) in Q1 2022, closing a stake of 5,600 shares — an estimated $336K sold.

Enterprise Bank & Trust first reported a position in IYH in Q1 2019 and held it in 12 quarters. The position peaked at $336K in Q4 2021. 423 funds tracked by Wall St. Rank hold IYH as of Q1 2022.

Enterprise Bank & Trust reported no remaining iShares US Healthcare ETF position as of Q1 2022 after selling out during the quarter.
Enterprise Bank & Trust sold 5,600 iShares US Healthcare ETF shares in Q1 2022, an estimated $336K.
Enterprise Bank & Trust first reported a position in iShares US Healthcare ETF in Q1 2019 and held it in 12 quarters.
Enterprise Bank & Trust's iShares US Healthcare ETF position peaked at $336K in Q4 2021.
423 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2022.

Based on Enterprise Bank & Trust's 13F filing for Q1 2022, filed 13 Apr 2022.