LBA Wealth Management’s iShares US Healthcare ETF IYH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$102K	Sell	3,275 -1,000	-23%	-$30.5K	0.05%	144
2016 Q4	$123K	Sell	4,275 -500	-10%	-$14.5K	0.07%	127
2016 Q3	$143K	Hold	4,775	–	–	0.08%	125
2016 Q2	$142K	Sell	4,775 -500	-9%	-$14.6K	0.08%	124
2016 Q1	$148K	Hold	5,275	–	–	0.09%	120
2015 Q4	$158K	Hold	5,275	–	–	0.09%	132
2015 Q3	$148K	Sell	5,275 -1,450	-22%	-$45.1K	0.09%	125
2015 Q2	$213K	Hold	6,725	–	–	0.13%	97
2015 Q1	$208K	Sell	6,725 -875	-12%	-$26.4K	0.13%	98
2014 Q4	$219K	Hold	7,600	–	–	0.15%	95
2014 Q3	$204K	Sell	7,600 -1,200	-14%	-$31.6K	0.14%	79
2014 Q2	$226K	Hold	8,800	–	–	0.18%	75
2014 Q1	$217K	Hold	8,800	–	–	0.18%	78
2013 Q4	$205K	Buy	+8,800	New	+$198K	0.17%	75

Other funds holding IYH

TAF

Tredje AP-fonden Se-111 91 Stockholm, Sweden $18.3B AUM 27.14% 1-Year Est. Return

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

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

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

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

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

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

LBA Wealth Management reduced its iShares US Healthcare ETF (IYH) stake by 23% in Q1 2017, selling an estimated $30.5K and leaving 3,275 shares worth $102K. The position accounts for 0.05% of the portfolio, ranked #144.

LBA Wealth Management first reported a position in IYH in Q4 2013 and has held it in 14 quarters since. The position peaked at $226K in Q2 2014. 202 funds tracked by Wall St. Rank hold IYH as of Q1 2017.

LBA Wealth Management held 3,275 shares of iShares US Healthcare ETF worth $102K as of Q1 2017.
LBA Wealth Management sold 1,000 iShares US Healthcare ETF shares in Q1 2017, an estimated $30.5K.
iShares US Healthcare ETF made up 0.05% of LBA Wealth Management's portfolio in Q1 2017, its #144 holding.
LBA Wealth Management first reported a position in iShares US Healthcare ETF in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's iShares US Healthcare ETF position peaked at $226K in Q2 2014.
202 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q1 2017.

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