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

Lionsbridge 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
2022 Q2	–	Sell	-10,768	Closed	-$1.61M	–	45
2022 Q1	$1.61M	Sell	10,768 -434	-4%	-$60K	1.86%	16
2021 Q4	$1.57M	Sell	11,202 -153	-1%	-$20.6K	1.69%	23
2021 Q3	$1.41M	Buy	11,355 +2	+0%	+$261	1.53%	36
2021 Q2	$1.48M	Buy	11,353 +892	+9%	+$119K	1.58%	30
2021 Q1	$1.31M	Buy	+10,461	New	+$1.25M	1.28%	34

Other funds holding IYM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Lionsbridge Wealth Management's IYM Position: Q2 2022 in Review

Lionsbridge Wealth Management sold out of iShares US Basic Materials ETF (IYM) in Q2 2022, closing a stake of 10,768 shares — an estimated $1.61M sold.

Lionsbridge Wealth Management first reported a position in IYM in Q1 2021 and held it in 5 quarters. The position peaked at $1.61M in Q1 2022. 217 funds tracked by Wall St. Rank hold IYM as of Q2 2022.

Lionsbridge Wealth Management reported no remaining iShares US Basic Materials ETF position as of Q2 2022 after selling out during the quarter.
Lionsbridge Wealth Management sold 10,768 iShares US Basic Materials ETF shares in Q2 2022, an estimated $1.61M.
Lionsbridge Wealth Management first reported a position in iShares US Basic Materials ETF in Q1 2021 and held it in 5 quarters.
Lionsbridge Wealth Management's iShares US Basic Materials ETF position peaked at $1.61M in Q1 2022.
217 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2022.

Based on Lionsbridge Wealth Management's 13F filing for Q2 2022, filed 17 Nov 2022.