Granite Bay Wealth Management’s iShares US Consumer Staples ETF IYK Stock Holding History

Granite Bay Wealth Management’s Portfolio IYK Stock Details IYK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-550,194	Closed	-$33.8M	–	186
2023 Q4	$33.8M	Sell	550,194 -963,465	-64%	-$59.9M	0.3%	41
2023 Q3	$100M	Buy	+1,513,659	New	+$100M	0.98%	26
2023 Q2	–	Sell	-12,081	Closed	-$802K	–	58
2023 Q1	$802K	Buy	+12,081	New	+$791K	0.56%	29

Other funds holding IYK

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

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

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

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

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

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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Granite Bay Wealth Management's IYK Position: Q1 2024 in Review

Granite Bay Wealth Management sold out of iShares US Consumer Staples ETF (IYK) in Q1 2024, closing a stake of 550,194 shares — an estimated $33.8M sold.

Granite Bay Wealth Management first reported a position in IYK in Q1 2023 and held it in 3 quarters. The position peaked at $100M in Q3 2023. 230 funds tracked by Wall St. Rank hold IYK as of Q1 2024.

Granite Bay Wealth Management reported no remaining iShares US Consumer Staples ETF position as of Q1 2024 after selling out during the quarter.
Granite Bay Wealth Management sold 550,194 iShares US Consumer Staples ETF shares in Q1 2024, an estimated $33.8M.
Granite Bay Wealth Management first reported a position in iShares US Consumer Staples ETF in Q1 2023 and held it in 3 quarters.
Granite Bay Wealth Management's iShares US Consumer Staples ETF position peaked at $100M in Q3 2023.
230 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2024.

Based on Granite Bay Wealth Management's 13F filing for Q1 2024, filed 30 Apr 2024.