Herbst Group’s iShares US Telecommunications ETF IYZ Stock Holding History

Herbst Group’s Portfolio IYZ Stock Details IYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-39,533	Closed	-$1M	–	80
2022 Q2	$1M	Sell	39,533 -18,904	-32%	-$511K	0.79%	52
2022 Q1	$1.75M	Sell	58,437 -460	-0.8%	-$14K	1.14%	43
2021 Q4	$1.94M	Buy	+58,897	New	+$1.9M	1.19%	40

Other funds holding IYZ

Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

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

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Herbst Group's IYZ Position: Q3 2022 in Review

Herbst Group sold out of iShares US Telecommunications ETF (IYZ) in Q3 2022, closing a stake of 39,533 shares — an estimated $1M sold.

Herbst Group first reported a position in IYZ in Q4 2021 and held it in 3 quarters. The position peaked at $1.94M in Q4 2021. 128 funds tracked by Wall St. Rank hold IYZ as of Q3 2022.

Herbst Group reported no remaining iShares US Telecommunications ETF position as of Q3 2022 after selling out during the quarter.
Herbst Group sold 39,533 iShares US Telecommunications ETF shares in Q3 2022, an estimated $1M.
Herbst Group first reported a position in iShares US Telecommunications ETF in Q4 2021 and held it in 3 quarters.
Herbst Group's iShares US Telecommunications ETF position peaked at $1.94M in Q4 2021.
128 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q3 2022.

Based on Herbst Group's 13F filing for Q3 2022, filed 14 Nov 2022.