FourThought Financial’s iShares US Transportation ETF IYT Stock Holding History

FourThought Financial’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
2022 Q1	–	Sell	-224	Closed	-$15K	–	1516
2021 Q4	$15K	Hold	224	–	–	﹤0.01%	988
2021 Q3	$13K	Buy	+224	New	+$14.2K	﹤0.01%	1050

Other funds holding IYT

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

RBA

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

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

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

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

HTC

Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

FourThought Financial's IYT Position: Q1 2022 in Review

FourThought Financial sold out of iShares US Transportation ETF (IYT) in Q1 2022, closing a stake of 224 shares — an estimated $15K sold.

FourThought Financial first reported a position in IYT in Q3 2021 and held it in 2 quarters. The position peaked at $15K in Q4 2021. 230 funds tracked by Wall St. Rank hold IYT as of Q1 2022.

FourThought Financial reported no remaining iShares US Transportation ETF position as of Q1 2022 after selling out during the quarter.
FourThought Financial sold 224 iShares US Transportation ETF shares in Q1 2022, an estimated $15K.
FourThought Financial first reported a position in iShares US Transportation ETF in Q3 2021 and held it in 2 quarters.
FourThought Financial's iShares US Transportation ETF position peaked at $15K in Q4 2021.
230 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2022.

Based on FourThought Financial's 13F filing for Q1 2022, filed 29 Apr 2022.