Gradient Investments’s iShares US Transportation ETF IYT Stock Holding History

Gradient Investments’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 Q3	–	Sell	-300	Closed	-$19K	–	1199
2021 Q2	$19K	Buy	+300	New	+$20K	﹤0.01%	647
2015 Q3	–	Sell	-12	Closed	–	–	645
2015 Q2	$0	Buy	+12	New	+$460	﹤0.01%	674

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 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

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

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

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

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

Gradient Investments's IYT Position: Q3 2021 in Review

Gradient Investments sold out of iShares US Transportation ETF (IYT) in Q3 2021, closing a stake of 300 shares — an estimated $19K sold.

Gradient Investments first reported a position in IYT in Q2 2015 and held it in 2 quarters. The position peaked at $19K in Q2 2021. 209 funds tracked by Wall St. Rank hold IYT as of Q3 2021.

Gradient Investments reported no remaining iShares US Transportation ETF position as of Q3 2021 after selling out during the quarter.
Gradient Investments sold 300 iShares US Transportation ETF shares in Q3 2021, an estimated $19K.
Gradient Investments first reported a position in iShares US Transportation ETF in Q2 2015 and held it in 2 quarters.
Gradient Investments's iShares US Transportation ETF position peaked at $19K in Q2 2021.
209 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2021.

Based on Gradient Investments's 13F filing for Q3 2021, filed 18 Oct 2021.