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Laffer Tengler Investments’s iShares US Consumer Staples ETF IYK Stock Holding History

Laffer Tengler Investments’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
-675
Closed -$43.1K – 463
2023
Q4 		$43.1K Hold
675
– – 0.01% 230
2023
Q3 		$42K Hold
675
– – 0.01% 245
2023
Q2 		$45.1K Hold
675
– – 0.01% 318
2023
Q1 		$44.8K Hold
675
– – 0.01% 325
2022
Q4 		$45.6K Buy
+675
New +$44.4K 0.01% 316

Other funds holding IYK

PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Laffer Tengler Investments's IYK Position: Q1 2024 in Review

Laffer Tengler Investments sold out of iShares US Consumer Staples ETF (IYK) in Q1 2024, closing a stake of 675 shares — an estimated $43.1K sold.

Laffer Tengler Investments first reported a position in IYK in Q4 2022 and held it in 5 quarters. The position peaked at $45.6K in Q4 2022. 230 funds tracked by Wall St. Rank hold IYK as of Q1 2024.

  • Laffer Tengler Investments reported no remaining iShares US Consumer Staples ETF position as of Q1 2024 after selling out during the quarter.
  • Laffer Tengler Investments sold 675 iShares US Consumer Staples ETF shares in Q1 2024, an estimated $43.1K.
  • Laffer Tengler Investments first reported a position in iShares US Consumer Staples ETF in Q4 2022 and held it in 5 quarters.
  • Laffer Tengler Investments's iShares US Consumer Staples ETF position peaked at $45.6K in Q4 2022.
  • 230 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2024.

Based on Laffer Tengler Investments's 13F filing for Q1 2024, filed 15 May 2024.