First Command Bank’s iShares US Real Estate ETF IYR Stock Holding History

First Command Bank’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
2017 Q3	–	Sell	-316	Closed	-$25K	–	423
2017 Q2	$25K	Hold	316	–	–	0.02%	275
2017 Q1	$25K	Hold	316	–	–	0.02%	258
2016 Q4	$24K	Buy	+316	New	+$24K	0.02%	262

Other funds holding IYR

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

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

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

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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

TIAAOA

Teachers Insurance & Annuity Association of America New York $79.7M AUM 12.35% 1-Year Est. Return

First Command Bank's IYR Position: Q3 2017 in Review

First Command Bank sold out of iShares US Real Estate ETF (IYR) in Q3 2017, closing a stake of 316 shares — an estimated $25K sold.

First Command Bank first reported a position in IYR in Q4 2016 and held it in 3 quarters. The position peaked at $25K in Q2 2017. 356 funds tracked by Wall St. Rank hold IYR as of Q3 2017.

First Command Bank reported no remaining iShares US Real Estate ETF position as of Q3 2017 after selling out during the quarter.
First Command Bank sold 316 iShares US Real Estate ETF shares in Q3 2017, an estimated $25K.
First Command Bank first reported a position in iShares US Real Estate ETF in Q4 2016 and held it in 3 quarters.
First Command Bank's iShares US Real Estate ETF position peaked at $25K in Q2 2017.
356 funds tracked by Wall St. Rank held iShares US Real Estate ETF as of Q3 2017.

Based on First Command Bank's 13F filing for Q3 2017, filed 10 Oct 2017.