LBA Wealth Management’s iShares US Financials ETF IYF Stock Holding History

LBA Wealth Management’s Portfolio IYF Stock Details IYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$95K	Hold	1,830	–	–	0.05%	148
2016 Q4	$93K	Sell	1,830 -560	-23%	-$26.7K	0.05%	148
2016 Q3	$108K	Hold	2,390	–	–	0.06%	147
2016 Q2	$103K	Hold	2,390	–	–	0.06%	153
2016 Q1	$101K	Sell	2,390 -250	-9%	-$10.1K	0.06%	148
2015 Q4	$117K	Hold	2,640	–	–	0.07%	149
2015 Q3	$111K	Sell	2,640 -1,200	-31%	-$53.5K	0.07%	140
2015 Q2	$172K	Hold	3,840	–	–	0.11%	104
2015 Q1	$171K	Sell	3,840 -620	-14%	-$27.5K	0.11%	106
2014 Q4	$201K	Hold	4,460	–	–	0.13%	99
2014 Q3	$187K	Sell	4,460 -540	-11%	-$22.6K	0.13%	88
2014 Q2	$208K	Sell	5,000 -1,120	-18%	-$45.5K	0.17%	80
2014 Q1	$250K	Hold	6,120	–	–	0.2%	70
2013 Q4	$245K	Buy	+6,120	New	+$236K	0.2%	67

Other funds holding IYF

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

LBA Wealth Management's IYF Position: Q1 2017 in Review

LBA Wealth Management held its iShares US Financials ETF (IYF) position steady in Q1 2017 at 1,830 shares worth $95K. The position accounts for 0.05% of the portfolio, ranked #148.

LBA Wealth Management first reported a position in IYF in Q4 2013 and has held it in 14 quarters since. The position peaked at $250K in Q1 2014. 196 funds tracked by Wall St. Rank hold IYF as of Q1 2017.

LBA Wealth Management held 1,830 shares of iShares US Financials ETF worth $95K as of Q1 2017.
LBA Wealth Management left its iShares US Financials ETF share count unchanged in Q1 2017.
iShares US Financials ETF made up 0.05% of LBA Wealth Management's portfolio in Q1 2017, its #148 holding.
LBA Wealth Management first reported a position in iShares US Financials ETF in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's iShares US Financials ETF position peaked at $250K in Q1 2014.
196 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.