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

Gimbal 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
2024
Q2 		– Sell
-16,240
Closed -$1.14M – 49
2024
Q1 		$1.14M Buy
+16,240
New +$1.1M 0.94% 15

Other funds holding IYT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MIFH
Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return
FFB
First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Gimbal Financial's IYT Position: Q2 2024 in Review

Gimbal Financial sold out of iShares US Transportation ETF (IYT) in Q2 2024, closing a stake of 16,240 shares — an estimated $1.14M sold.

Gimbal Financial first reported a position in IYT in Q1 2024 and held it in 1 quarter. The position peaked at $1.14M in Q1 2024. 188 funds tracked by Wall St. Rank hold IYT as of Q2 2024.

  • Gimbal Financial reported no remaining iShares US Transportation ETF position as of Q2 2024 after selling out during the quarter.
  • Gimbal Financial sold 16,240 iShares US Transportation ETF shares in Q2 2024, an estimated $1.14M.
  • Gimbal Financial first reported a position in iShares US Transportation ETF in Q1 2024 and held it in 1 quarter.
  • Gimbal Financial's iShares US Transportation ETF position peaked at $1.14M in Q1 2024.
  • 188 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2024.

Based on Gimbal Financial's 13F filing for Q2 2024, filed 12 Jul 2024.