LBA Wealth Management’s iShares US Basic Materials ETF IYM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	$302K	Hold	3,383	–	–	0.16%	88
2016 Q4	$281K	Sell	3,383 -150	-4%	-$12.1K	0.15%	87
2016 Q3	$279K	Hold	3,533	–	–	0.16%	94
2016 Q2	$268K	Sell	3,533 -190	-5%	-$14.5K	0.15%	96
2016 Q1	$273K	Hold	3,723	–	–	0.16%	98
2015 Q4	$263K	Sell	3,723 -550	-13%	-$39.6K	0.15%	102
2015 Q3	$277K	Buy	4,273 +218	+5%	+$15.8K	0.17%	91
2015 Q2	$327K	Sell	4,055 -95	-2%	-$7.99K	0.21%	80
2015 Q1	$340K	Sell	4,150 -75	-2%	-$6.22K	0.21%	81
2014 Q4	$348K	Sell	4,225 -1,245	-23%	-$104K	0.23%	62
2014 Q3	$471K	Buy	5,470 +255	+5%	+$22.4K	0.33%	48
2014 Q2	$456K	Sell	5,215 -275	-5%	-$23.4K	0.37%	50
2014 Q1	$457K	Hold	5,490	–	–	0.37%	51
2013 Q4	$447K	Buy	+5,490	New	+$426K	0.37%	53

Other funds holding IYM

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

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

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

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

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

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

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

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

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

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

LBA Wealth Management held its iShares US Basic Materials ETF (IYM) position steady in Q1 2017 at 3,383 shares worth $302K. The position accounts for 0.16% of the portfolio, ranked #88.

LBA Wealth Management first reported a position in IYM in Q4 2013 and has held it in 14 quarters since. The position peaked at $471K in Q3 2014. 132 funds tracked by Wall St. Rank hold IYM as of Q1 2017.

LBA Wealth Management held 3,383 shares of iShares US Basic Materials ETF worth $302K as of Q1 2017.
LBA Wealth Management left its iShares US Basic Materials ETF share count unchanged in Q1 2017.
iShares US Basic Materials ETF made up 0.16% of LBA Wealth Management's portfolio in Q1 2017, its #88 holding.
LBA Wealth Management first reported a position in iShares US Basic Materials ETF in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's iShares US Basic Materials ETF position peaked at $471K in Q3 2014.
132 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q1 2017.

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