Stonebridge Financial Planning Group’s iShares Global Comm Services ETF IXP Stock Holding History

Stonebridge Financial Planning Group’s Portfolio IXP Stock Details IXP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-175	Closed	-$14K	–	242
2021 Q4	$14K	Sell	175 -215	-55%	-$18.1K	0.01%	321
2021 Q3	$33K	Hold	390	–	–	0.02%	258
2021 Q2	$34K	Hold	390	–	–	0.02%	245
2021 Q1	$33K	Hold	390	–	–	0.02%	248
2020 Q4	$29K	Hold	390	–	–	0.02%	238
2020 Q3	$27K	Hold	390	–	–	0.02%	233
2020 Q2	$25K	Hold	390	–	–	0.02%	239
2020 Q1	$21K	Hold	390	–	–	0.02%	239
2019 Q4	$24K	Buy	+390	New	+$23.2K	0.02%	230

Other funds holding IXP

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

DWM

Destination Wealth Management Walnut Creek, California $4.28B AUM 19.27% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Slow Capital Greenbrae, California $857M AUM 38.3% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

Stonebridge Financial Planning Group's IXP Position: Q1 2022 in Review

Stonebridge Financial Planning Group sold out of iShares Global Comm Services ETF (IXP) in Q1 2022, closing a stake of 175 shares — an estimated $14K sold.

Stonebridge Financial Planning Group first reported a position in IXP in Q4 2019 and held it in 9 quarters. The position peaked at $34K in Q2 2021. 78 funds tracked by Wall St. Rank hold IXP as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining iShares Global Comm Services ETF position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 175 iShares Global Comm Services ETF shares in Q1 2022, an estimated $14K.
Stonebridge Financial Planning Group first reported a position in iShares Global Comm Services ETF in Q4 2019 and held it in 9 quarters.
Stonebridge Financial Planning Group's iShares Global Comm Services ETF position peaked at $34K in Q2 2021.
78 funds tracked by Wall St. Rank held iShares Global Comm Services ETF as of Q1 2022.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2022, filed 10 May 2022.