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TBH Global Asset Management’s iShares Global Comm Services ETF IXP Stock Holding History

TBH Global Asset Management’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
Q4 		– Sell
-6,736
Closed -$353K – 172
2022
Q3 		$353K Hold
6,736
– – 0.09% 129
2022
Q2 		$412K Buy
6,736
+1,289
+24% +$85.6K 0.1% 130
2022
Q1 		$403K Sell
5,447
-23
-0.4% -$1.75K 0.09% 137
2021
Q4 		$450K Buy
5,470
+28
+0.5% +$2.36K 0.09% 137
2021
Q3 		$460K Sell
5,442
-1,992
-27% -$174K 0.11% 127
2021
Q2 		$644K Sell
7,434
-621
-8% -$52.5K 0.15% 103
2021
Q1 		$647K Buy
8,055
+1,044
+15% +$82.4K 0.17% 97
2020
Q4 		$520K Sell
7,011
-369
-5% -$26.2K 0.16% 103
2020
Q3 		$487K Buy
7,380
+2,374
+47% +$158K 0.17% 101
2020
Q2 		$308K Buy
+5,006
New +$292K 0.12% 120

Other funds holding IXP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
DWM
Destination Wealth Management Walnut Creek, California $3.85B AUM 13% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SC
Slow Capital Greenbrae, California $770M AUM 33.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return