SNS Financial Group’s iShares US Transportation ETF IYT Stock Holding History

SNS Financial Group’s Portfolio IYT Stock Details IYT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-8,000	Closed	-$520K	–	238
2021 Q2	$520K	Hold	8,000	–	–	0.07%	123
2021 Q1	$515K	Sell	8,000 -8,000	-50%	-$469K	0.07%	119
2020 Q4	$882K	Buy	16,000 +8,000	+100%	+$427K	0.13%	91
2020 Q3	$398K	Buy	+8,000	New	+$374K	0.06%	132
2014 Q4	–	Sell	-63,324	Closed	-$2.39M	–	116
2014 Q3	$2.39M	Buy	63,324 +6,348	+11%	+$238K	0.78%	21
2014 Q2	$2.09M	Buy	56,976 +3,380	+6%	+$119K	0.84%	23
2014 Q1	$1.81M	Buy	53,596 +9,032	+20%	+$298K	0.81%	20
2013 Q4	$1.47M	Buy	+44,564	New	+$1.4M	0.68%	32

Other funds holding IYT

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

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

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

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

IAIM

International Assets Investment Management Orlando, Florida $1.44B AUM 21.92% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

SNS Financial Group's IYT Position: Q3 2021 in Review

SNS Financial Group sold out of iShares US Transportation ETF (IYT) in Q3 2021, closing a stake of 8,000 shares — an estimated $520K sold.

SNS Financial Group first reported a position in IYT in Q4 2013 and held it in 8 quarters. The position peaked at $2.39M in Q3 2014. 209 funds tracked by Wall St. Rank hold IYT as of Q3 2021.

SNS Financial Group reported no remaining iShares US Transportation ETF position as of Q3 2021 after selling out during the quarter.
SNS Financial Group sold 8,000 iShares US Transportation ETF shares in Q3 2021, an estimated $520K.
SNS Financial Group first reported a position in iShares US Transportation ETF in Q4 2013 and held it in 8 quarters.
SNS Financial Group's iShares US Transportation ETF position peaked at $2.39M in Q3 2014.
209 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2021.

Based on SNS Financial Group's 13F filing for Q3 2021, filed 12 Nov 2021.