Newbridge Financial Services Group’s iShares US Consumer Staples ETF IYK Stock Holding History

Newbridge Financial Services Group’s Portfolio IYK Stock Details IYK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-453	Closed	-$29.8K	–	886
2024 Q2	$29.8K	Hold	453	–	–	0.01%	496
2024 Q1	$30.6K	Sell	453 -153	-25%	-$9.97K	0.01%	515
2023 Q4	$38.7K	Hold	606	–	–	0.02%	447
2023 Q3	$37.7K	Sell	606 -216	-26%	-$14.3K	0.02%	486
2023 Q2	$54.9K	Hold	822	–	–	0.03%	432
2023 Q1	$54.6K	Hold	822	–	–	0.03%	445
2022 Q4	$55.6K	Hold	822	–	–	0.03%	436
2022 Q3	$49K	Hold	822	–	–	0.03%	457
2022 Q2	$53K	Hold	822	–	–	0.03%	394
2022 Q1	$55K	Hold	822	–	–	0.03%	456
2021 Q4	$55K	Hold	822	–	–	0.03%	436
2021 Q3	$49K	Hold	822	–	–	0.03%	417
2021 Q2	$50K	Sell	822 -60	-7%	-$3.61K	0.03%	443
2021 Q1	$52K	Hold	882	–	–	0.04%	391
2020 Q4	$51K	Hold	882	–	–	0.04%	331
2020 Q3	$44K	Buy	+882	New	+$42.1K	0.04%	340

Other funds holding IYK

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Newbridge Financial Services Group's IYK Position: Q3 2024 in Review

Newbridge Financial Services Group sold out of iShares US Consumer Staples ETF (IYK) in Q3 2024, closing a stake of 453 shares — an estimated $29.8K sold.

Newbridge Financial Services Group first reported a position in IYK in Q3 2020 and held it in 16 quarters. The position peaked at $55.6K in Q4 2022. 233 funds tracked by Wall St. Rank hold IYK as of Q3 2024.

Newbridge Financial Services Group reported no remaining iShares US Consumer Staples ETF position as of Q3 2024 after selling out during the quarter.
Newbridge Financial Services Group sold 453 iShares US Consumer Staples ETF shares in Q3 2024, an estimated $29.8K.
Newbridge Financial Services Group first reported a position in iShares US Consumer Staples ETF in Q3 2020 and held it in 16 quarters.
Newbridge Financial Services Group's iShares US Consumer Staples ETF position peaked at $55.6K in Q4 2022.
233 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q3 2024.

Based on Newbridge Financial Services Group's 13F filing for Q3 2024, filed 12 Nov 2024.