Financial Architects (New Jersey)’s iShares US Transportation ETF IYT Stock Holding History

Financial Architects (New Jersey)’s Portfolio IYT Stock Details IYT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-920	Closed	-$37K	–	523
2020 Q2	$37K	Buy	920 +8	+0.9%	+$304	0.01%	465
2020 Q1	$32K	Hold	912	–	–	0.01%	439
2019 Q4	$45K	Sell	912 -1,188	-57%	-$57K	0.01%	449
2019 Q3	$98K	Hold	2,100	–	–	0.02%	333
2019 Q2	$99K	Buy	2,100 +4	+0.2%	+$189	0.02%	379
2019 Q1	$98K	Sell	2,096 -204	-9%	-$9.28K	0.02%	451
2018 Q4	$95K	Buy	2,300 +12	+0.5%	+$554	0.02%	413
2018 Q3	$117K	Buy	2,288 +8	+0.4%	+$400	0.02%	423
2018 Q2	$106K	Hold	2,280	–	–	0.02%	393
2018 Q1	$107K	Sell	2,280 -200	-8%	-$9.64K	0.02%	440
2017 Q4	$119K	Buy	2,480 +12	+0.5%	+$541	0.02%	452
2017 Q3	$110K	Buy	+2,468	New	+$105K	0.02%	478

Other funds holding IYT

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

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Financial Architects (New Jersey)'s IYT Position: Q3 2020 in Review

Financial Architects (New Jersey) sold out of iShares US Transportation ETF (IYT) in Q3 2020, closing a stake of 920 shares — an estimated $37K sold.

Financial Architects (New Jersey) first reported a position in IYT in Q3 2017 and held it in 12 quarters. The position peaked at $119K in Q4 2017. 166 funds tracked by Wall St. Rank hold IYT as of Q3 2020.

Financial Architects (New Jersey) reported no remaining iShares US Transportation ETF position as of Q3 2020 after selling out during the quarter.
Financial Architects (New Jersey) sold 920 iShares US Transportation ETF shares in Q3 2020, an estimated $37K.
Financial Architects (New Jersey) first reported a position in iShares US Transportation ETF in Q3 2017 and held it in 12 quarters.
Financial Architects (New Jersey)'s iShares US Transportation ETF position peaked at $119K in Q4 2017.
166 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2020.

Based on Financial Architects (New Jersey)'s 13F filing for Q3 2020, filed 9 Nov 2020.