Harbor Investment Advisory’s iShares US Transportation ETF IYT Stock Holding History

Harbor Investment Advisory’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 Q4	–	Sell	-200	Closed	-$12K	–	1329
2021 Q3	$12K	Hold	200	–	–	﹤0.01%	1028
2021 Q2	$13K	Hold	200	–	–	﹤0.01%	970
2021 Q1	$13K	Buy	+200	New	+$11.7K	﹤0.01%	935
2020 Q2	–	Sell	-300	Closed	-$10K	–	1195
2020 Q1	$10K	Hold	300	–	–	﹤0.01%	743
2019 Q4	$15K	Buy	+300	New	+$14.4K	﹤0.01%	580

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RBA

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

Goldman Sachs New York $871B AUM 31.28% 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

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

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

MIH

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

Harbor Investment Advisory's IYT Position: Q4 2021 in Review

Harbor Investment Advisory sold out of iShares US Transportation ETF (IYT) in Q4 2021, closing a stake of 200 shares — an estimated $12K sold.

Harbor Investment Advisory first reported a position in IYT in Q4 2019 and held it in 5 quarters. The position peaked at $15K in Q4 2019. 241 funds tracked by Wall St. Rank hold IYT as of Q4 2021.

Harbor Investment Advisory reported no remaining iShares US Transportation ETF position as of Q4 2021 after selling out during the quarter.
Harbor Investment Advisory sold 200 iShares US Transportation ETF shares in Q4 2021, an estimated $12K.
Harbor Investment Advisory first reported a position in iShares US Transportation ETF in Q4 2019 and held it in 5 quarters.
Harbor Investment Advisory's iShares US Transportation ETF position peaked at $15K in Q4 2019.
241 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2021.

Based on Harbor Investment Advisory's 13F filing for Q4 2021, filed 10 Jan 2022.