First Command Bank’s iShares US Financial Services ETF IYG Stock Holding History

First Command Bank’s Portfolio IYG Stock Details IYG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-633	Closed	-$22K	–	331
2020 Q1	$22K	Hold	633	–	–	0.01%	228
2019 Q4	$32K	Hold	633	–	–	0.02%	227
2019 Q3	$29K	Hold	633	–	–	0.01%	235
2019 Q2	$28K	Hold	633	–	–	0.01%	248
2019 Q1	$26K	Buy	+633	New	+$26.2K	0.01%	255

Other funds holding IYG

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

RIG

RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return

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

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

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

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

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

PAS

Park Avenue Securities New York $12.8B AUM 19.38% 1-Year Est. Return

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

First Command Bank's IYG Position: Q2 2020 in Review

First Command Bank sold out of iShares US Financial Services ETF (IYG) in Q2 2020, closing a stake of 633 shares — an estimated $22K sold.

First Command Bank first reported a position in IYG in Q1 2019 and held it in 5 quarters. The position peaked at $32K in Q4 2019. 219 funds tracked by Wall St. Rank hold IYG as of Q2 2020.

First Command Bank reported no remaining iShares US Financial Services ETF position as of Q2 2020 after selling out during the quarter.
First Command Bank sold 633 iShares US Financial Services ETF shares in Q2 2020, an estimated $22K.
First Command Bank first reported a position in iShares US Financial Services ETF in Q1 2019 and held it in 5 quarters.
First Command Bank's iShares US Financial Services ETF position peaked at $32K in Q4 2019.
219 funds tracked by Wall St. Rank held iShares US Financial Services ETF as of Q2 2020.

Based on First Command Bank's 13F filing for Q2 2020, filed 17 Jul 2020.