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Monroe Bank & Trust’s iShares US Basic Materials ETF IYM Stock Holding History

Monroe Bank & Trust’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
2018
Q2 		– Sell
-26
Closed -$2K – 247
2018
Q1 		$2K Hold
26
– – ﹤0.01% 248
2017
Q4 		$3K Buy
+26
New +$2.58K ﹤0.01% 258
2017
Q3 		– Sell
-28
Closed -$3K – 185
2017
Q2 		$3K Hold
28
– – ﹤0.01% 266
2017
Q1 		$2K Hold
28
– – ﹤0.01% 268
2016
Q4 		$2K Buy
+28
New +$2.27K ﹤0.01% 297
2016
Q2 		– Sell
-295
Closed -$22K – 220
2016
Q1 		$22K Hold
295
– – 0.01% 223
2015
Q4 		$21K Sell
295
-200
-40% -$14.4K 0.01% 219
2015
Q3 		$32K Hold
495
– – 0.01% 192
2015
Q2 		$40K Sell
495
-370
-43% -$31.1K 0.01% 183
2015
Q1 		$71K Sell
865
-50
-5% -$4.15K 0.02% 159
2014
Q4 		$75K Buy
+915
New +$76.1K 0.03% 159
2014
Q3 		– Sell
-1,310
Closed -$115K – 206
2014
Q2 		$115K Sell
1,310
-1,615
-55% -$137K 0.04% 160
2014
Q1 		$244K Sell
2,925
-3,770
-56% -$305K 0.08% 140
2013
Q4 		$545K Sell
6,695
-1,905
-22% -$148K 0.21% 91
2013
Q3 		$637K Sell
8,600
-775
-8% -$55.6K 0.26% 84
2013
Q2 		$628K Buy
+9,375
New +$656K 0.28% 83

Other funds holding IYM

CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
GC
Grimes & Company Westborough, Massachusetts $4.62B AUM 29.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Monroe Bank & Trust's IYM Position: Q2 2018 in Review

Monroe Bank & Trust sold out of iShares US Basic Materials ETF (IYM) in Q2 2018, closing a stake of 26 shares — an estimated $2K sold.

Monroe Bank & Trust first reported a position in IYM in Q2 2013 and held it in 16 quarters. The position peaked at $637K in Q3 2013. 133 funds tracked by Wall St. Rank hold IYM as of Q2 2018.

  • Monroe Bank & Trust reported no remaining iShares US Basic Materials ETF position as of Q2 2018 after selling out during the quarter.
  • Monroe Bank & Trust sold 26 iShares US Basic Materials ETF shares in Q2 2018, an estimated $2K.
  • Monroe Bank & Trust first reported a position in iShares US Basic Materials ETF in Q2 2013 and held it in 16 quarters.
  • Monroe Bank & Trust's iShares US Basic Materials ETF position peaked at $637K in Q3 2013.
  • 133 funds tracked by Wall St. Rank held iShares US Basic Materials ETF as of Q2 2018.

Based on Monroe Bank & Trust's 13F filing for Q2 2018, filed 8 Aug 2018.