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

Stonebridge Financial Planning 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
2022 Q1	–	Sell	-540	Closed	-$34K	–	243
2021 Q4	$34K	Hold	540	–	–	0.02%	249
2021 Q3	$37K	Hold	540	–	–	0.02%	242
2021 Q2	$35K	Hold	540	–	–	0.02%	241
2021 Q1	$36K	Hold	540	–	–	0.02%	240
2020 Q4	$30K	Hold	540	–	–	0.02%	234
2020 Q3	$28K	Sell	540 -336	-38%	-$15.7K	0.02%	231
2020 Q2	$36K	Sell	876 -400	-31%	-$15.2K	0.03%	206
2020 Q1	$46K	Sell	1,276 -60	-4%	-$2.64K	0.05%	175
2019 Q4	$65K	Buy	+1,336	New	+$64K	0.06%	158

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

RBA

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

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

MIH

Meitav Investment House Bene-Beraq, Israel $9.12B AUM 42.07% 1-Year Est. Return

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

HTC

Hershey Trust Company Hershey, Pennsylvania $11.8B AUM 0.75% 1-Year Est. Return

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

Stonebridge Financial Planning Group sold out of iShares US Transportation ETF (IYT) in Q1 2022, closing a stake of 540 shares — an estimated $34K sold.

Stonebridge Financial Planning Group first reported a position in IYT in Q4 2019 and held it in 9 quarters. The position peaked at $65K in Q4 2019. 230 funds tracked by Wall St. Rank hold IYT as of Q1 2022.

Stonebridge Financial Planning Group reported no remaining iShares US Transportation ETF position as of Q1 2022 after selling out during the quarter.
Stonebridge Financial Planning Group sold 540 iShares US Transportation ETF shares in Q1 2022, an estimated $34K.
Stonebridge Financial Planning Group first reported a position in iShares US Transportation ETF in Q4 2019 and held it in 9 quarters.
Stonebridge Financial Planning Group's iShares US Transportation ETF position peaked at $65K in Q4 2019.
230 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2022.

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