LBA Wealth Management’s iShares US Telecommunications ETF IYZ Stock Holding History

LBA Wealth Management’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
2017 Q1	$18K	Hold	565	–	–	0.01%	278
2016 Q4	$19K	Hold	565	–	–	0.01%	268
2016 Q3	$18K	Hold	565	–	–	0.01%	271
2016 Q2	$19K	Hold	565	–	–	0.01%	256
2016 Q1	$17K	Sell	565 -90	-14%	-$2.55K	0.01%	260
2015 Q4	$19K	Hold	655	–	–	0.01%	259
2015 Q3	$18K	Hold	655	–	–	0.01%	231
2015 Q2	$19K	Sell	655 -125	-16%	-$3.81K	0.01%	211
2015 Q1	$24K	Sell	780 -120	-13%	-$3.61K	0.02%	202
2014 Q4	$26K	Hold	900	–	–	0.02%	192
2014 Q3	$27K	Sell	900 -120	-12%	-$3.65K	0.02%	203
2014 Q2	$31K	Sell	1,020 -50	-5%	-$1.48K	0.03%	178
2014 Q1	$32K	Hold	1,070	–	–	0.03%	173
2013 Q4	$32K	Buy	+1,070	New	+$30.6K	0.03%	174

Other funds holding IYZ

Barclays London, United Kingdom $416B AUM 33.63% 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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ACM

Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 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

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

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

LBA Wealth Management held its iShares US Telecommunications ETF (IYZ) position steady in Q1 2017 at 565 shares worth $18K. The position accounts for 0.01% of the portfolio, ranked #278.

LBA Wealth Management first reported a position in IYZ in Q4 2013 and has held it in 14 quarters since. The position peaked at $32K in Q1 2014. 116 funds tracked by Wall St. Rank hold IYZ as of Q1 2017.

LBA Wealth Management held 565 shares of iShares US Telecommunications ETF worth $18K as of Q1 2017.
LBA Wealth Management left its iShares US Telecommunications ETF share count unchanged in Q1 2017.
iShares US Telecommunications ETF made up 0.01% of LBA Wealth Management's portfolio in Q1 2017, its #278 holding.
LBA Wealth Management first reported a position in iShares US Telecommunications ETF in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's iShares US Telecommunications ETF position peaked at $32K in Q1 2014.
116 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2017.

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