Tobias Financial Advisors’s iShares US Transportation ETF IYT Stock Holding History

Tobias Financial Advisors’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	-4,480	Closed	-$302K	–	87
2022 Q1	$302K	Buy	+4,480	New	+$295K	0.1%	61
2021 Q4	–	Sell	-173,040	Closed	-$10.5M	–	95
2021 Q3	$10.5M	Buy	173,040 +15,348	+10%	+$970K	3.93%	9
2021 Q2	$10.2M	Sell	157,692 -9,156	-5%	-$612K	4.06%	9
2021 Q1	$10.7M	Sell	166,848 -428	-0.3%	-$25.1K	4.56%	6
2020 Q4	$9.22M	Buy	167,276 +3,348	+2%	+$179K	4.22%	7
2020 Q3	$8.15M	Buy	163,928 +1,280	+0.8%	+$59.9K	4.47%	6
2020 Q2	$6.61M	Buy	+162,648	New	+$6.17M	3.88%	6

Other funds holding IYT

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

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

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Allstate Corporation Northbrook, Illinois $10B AUM 30.74% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $27.9B AUM 51.18% 1-Year Est. Return

Tobias Financial Advisors's IYT Position: Q2 2022 in Review

Tobias Financial Advisors sold out of iShares US Transportation ETF (IYT) in Q2 2022, closing a stake of 4,480 shares — an estimated $302K sold.

Tobias Financial Advisors first reported a position in IYT in Q2 2020 and held it in 7 quarters. The position peaked at $10.7M in Q1 2021. 194 funds tracked by Wall St. Rank hold IYT as of Q2 2022.

Tobias Financial Advisors reported no remaining iShares US Transportation ETF position as of Q2 2022 after selling out during the quarter.
Tobias Financial Advisors sold 4,480 iShares US Transportation ETF shares in Q2 2022, an estimated $302K.
Tobias Financial Advisors first reported a position in iShares US Transportation ETF in Q2 2020 and held it in 7 quarters.
Tobias Financial Advisors's iShares US Transportation ETF position peaked at $10.7M in Q1 2021.
194 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2022.

Based on Tobias Financial Advisors's 13F filing for Q2 2022, filed 12 Aug 2022.