SevenBridge Financial Group’s iShares US Financials ETF IYF Stock Holding History

SevenBridge Financial Group’s Portfolio IYF Stock Details IYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-750	Closed	-$47K	–	366
2019 Q2	$47K	Buy	750 +150	+25%	+$9.24K	0.02%	294
2019 Q1	$35K	Hold	600	–	–	0.02%	281
2018 Q4	$32K	Hold	600	–	–	0.02%	247
2018 Q3	$36K	Hold	600	–	–	0.02%	267
2018 Q2	$35K	Hold	600	–	–	0.02%	280
2018 Q1	$35K	Hold	600	–	–	0.02%	288
2017 Q4	$36K	Hold	600	–	–	0.02%	302
2017 Q3	$34K	Hold	600	–	–	0.02%	302
2017 Q2	$32K	Hold	600	–	–	0.02%	323
2017 Q1	$31K	Hold	600	–	–	0.02%	316
2016 Q4	$27K	Hold	600	–	–	0.02%	324
2016 Q3	$27K	Hold	600	–	–	0.02%	323
2016 Q2	$26K	Buy	+600	New	+$25.9K	0.02%	374

Other funds holding IYF

Bank of America

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return