Onyx Bridge Wealth Group’s iShares Global Tech ETF IXN Stock Holding History

Onyx Bridge Wealth Group’s Portfolio IXN Stock Details IXN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-10,200	Closed	-$864K	–	303
2024 Q4	$864K	Hold	10,200	–	–	0.12%	111
2024 Q3	$842K	Hold	10,200	–	–	0.13%	117
2024 Q2	$845K	Hold	10,200	–	–	0.14%	106
2024 Q1	$732K	Hold	10,200	–	–	0.13%	115
2023 Q4	$695K	Hold	10,200	–	–	0.14%	103
2023 Q3	$590K	Hold	10,200	–	–	0.14%	118
2023 Q2	$634K	Hold	10,200	–	–	0.15%	108
2023 Q1	$554K	Hold	10,200	–	–	0.22%	80
2022 Q4	$463K	Hold	10,200	–	–	0.19%	84
2022 Q3	$424K	Hold	10,200	–	–	0.19%	89
2022 Q2	$502K	Sell	10,200 -270	-3%	-$13.6K	0.22%	66
2022 Q1	$537K	Sell	10,470 -35	-0.3%	-$2.02K	0.2%	63
2021 Q4	$684K	Sell	10,505 -529	-5%	-$32.5K	0.23%	54
2021 Q3	$653K	Sell	11,034 -51,930	-82%	-$3.04M	0.25%	49
2021 Q2	$590K	Buy	+62,964	New	+$3.39M	0.26%	42

Other funds holding IXN

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

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

PCH

PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

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

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

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

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

Onyx Bridge Wealth Group's IXN Position: Q1 2025 in Review

Onyx Bridge Wealth Group sold out of iShares Global Tech ETF (IXN) in Q1 2025, closing a stake of 10,200 shares — an estimated $864K sold.

Onyx Bridge Wealth Group first reported a position in IXN in Q2 2021 and held it in 15 quarters. The position peaked at $864K in Q4 2024. 443 funds tracked by Wall St. Rank hold IXN as of Q1 2025.

Onyx Bridge Wealth Group reported no remaining iShares Global Tech ETF position as of Q1 2025 after selling out during the quarter.
Onyx Bridge Wealth Group sold 10,200 iShares Global Tech ETF shares in Q1 2025, an estimated $864K.
Onyx Bridge Wealth Group first reported a position in iShares Global Tech ETF in Q2 2021 and held it in 15 quarters.
Onyx Bridge Wealth Group's iShares Global Tech ETF position peaked at $864K in Q4 2024.
443 funds tracked by Wall St. Rank held iShares Global Tech ETF as of Q1 2025.

Based on Onyx Bridge Wealth Group's 13F filing for Q1 2025, filed 29 Apr 2025.