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SVB Wealth’s iShares US Transportation ETF IYT Stock Holding History

SVB Wealth’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
Q2 		– Sell
-4,104
Closed -$277K – 797
2022
Q1 		$277K Sell
4,104
-88
-2% -$5.79K ﹤0.01% 606
2021
Q4 		$290K Sell
4,192
-4,096
-49% -$274K ﹤0.01% 592
2021
Q3 		$504K Sell
8,288
-848
-9% -$53.6K 0.01% 596
2021
Q2 		$594K Sell
9,136
-296
-3% -$19.8K 0.01% 527
2021
Q1 		$607K Sell
9,432
-476
-5% -$27.9K 0.01% 469
2020
Q4 		$546K Sell
9,908
-188
-2% -$10K 0.01% 452
2020
Q3 		$502K Buy
10,096
+892
+10% +$41.7K 0.01% 403
2020
Q2 		$374K Buy
+9,204
New +$349K 0.01% 422

Other funds holding IYT

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
AC
Allstate Corporation Northbrook, Illinois $9.35B AUM 16.13% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SSA
Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

SVB Wealth's IYT Position: Q2 2022 in Review

SVB Wealth sold out of iShares US Transportation ETF (IYT) in Q2 2022, closing a stake of 4,104 shares — an estimated $277K sold.

SVB Wealth first reported a position in IYT in Q2 2020 and held it in 8 quarters. The position peaked at $607K in Q1 2021. 195 funds tracked by Wall St. Rank hold IYT as of Q2 2022.

  • SVB Wealth reported no remaining iShares US Transportation ETF position as of Q2 2022 after selling out during the quarter.
  • SVB Wealth sold 4,104 iShares US Transportation ETF shares in Q2 2022, an estimated $277K.
  • SVB Wealth first reported a position in iShares US Transportation ETF in Q2 2020 and held it in 8 quarters.
  • SVB Wealth's iShares US Transportation ETF position peaked at $607K in Q1 2021.
  • 195 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2022.

Based on SVB Wealth's 13F filing for Q2 2022, filed 16 Aug 2022.