Financial Sense Advisors’s iShares US Transportation ETF IYT Stock Holding History

Financial Sense Advisors’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
2021 Q1	–	Sell	-15,020	Closed	-$828K	–	121
2020 Q4	$828K	Buy	+15,020	New	+$802K	0.3%	56
2016 Q4	–	Sell	-7,900	Closed	-$287K	–	85
2016 Q3	$287K	Buy	+7,900	New	+$279K	0.19%	65
2016 Q1	–	Sell	-14,624	Closed	-$493K	–	97
2015 Q4	$493K	Buy	+14,624	New	+$524K	0.23%	65
2015 Q2	–	Sell	-28,248	Closed	-$1.11M	–	119
2015 Q1	$1.11M	Sell	28,248 -8,388	-23%	-$336K	0.46%	50
2014 Q4	$1.5M	Buy	+36,636	New	+$1.44M	0.61%	41

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

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

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

RBA

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

Twin Tree Management Dallas, Texas $4.75B AUM 58.16% 1-Year Est. Return

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Financial Sense Advisors's IYT Position: Q1 2021 in Review

Financial Sense Advisors sold out of iShares US Transportation ETF (IYT) in Q1 2021, closing a stake of 15,020 shares — an estimated $828K sold.

Financial Sense Advisors first reported a position in IYT in Q4 2014 and held it in 5 quarters. The position peaked at $1.5M in Q4 2014. 215 funds tracked by Wall St. Rank hold IYT as of Q1 2021.

Financial Sense Advisors reported no remaining iShares US Transportation ETF position as of Q1 2021 after selling out during the quarter.
Financial Sense Advisors sold 15,020 iShares US Transportation ETF shares in Q1 2021, an estimated $828K.
Financial Sense Advisors first reported a position in iShares US Transportation ETF in Q4 2014 and held it in 5 quarters.
Financial Sense Advisors's iShares US Transportation ETF position peaked at $1.5M in Q4 2014.
215 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2021.

Based on Financial Sense Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.