TRUE Private Wealth Advisors’s iShares US Transportation ETF IYT Stock Holding History

TRUE Private Wealth 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
2020 Q3	–	Sell	-560	Closed	-$22K	–	717
2020 Q2	$22K	Hold	560	–	–	﹤0.01%	405
2020 Q1	$19K	Hold	560	–	–	﹤0.01%	389
2019 Q4	$27K	Buy	+560	New	+$26.8K	﹤0.01%	440
2019 Q3	–	Sell	-560	Closed	-$26K	–	485
2019 Q2	$26K	Buy	+560	New	+$26.4K	﹤0.01%	418
2018 Q4	–	Sell	-560	Closed	-$28.7K	–	594
2018 Q3	$28.7K	Buy	+560	New	+$28K	﹤0.01%	549

Other funds holding IYT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

MIFH

Migdal Insurance & Financial Holdings Petach Tikva, Israel $11.5B AUM 52.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

RBA

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

TRUE Private Wealth Advisors's IYT Position: Q3 2020 in Review

TRUE Private Wealth Advisors sold out of iShares US Transportation ETF (IYT) in Q3 2020, closing a stake of 560 shares — an estimated $22K sold.

TRUE Private Wealth Advisors first reported a position in IYT in Q3 2018 and held it in 5 quarters. The position peaked at $28.7K in Q3 2018. 166 funds tracked by Wall St. Rank hold IYT as of Q3 2020.

TRUE Private Wealth Advisors reported no remaining iShares US Transportation ETF position as of Q3 2020 after selling out during the quarter.
TRUE Private Wealth Advisors sold 560 iShares US Transportation ETF shares in Q3 2020, an estimated $22K.
TRUE Private Wealth Advisors first reported a position in iShares US Transportation ETF in Q3 2018 and held it in 5 quarters.
TRUE Private Wealth Advisors's iShares US Transportation ETF position peaked at $28.7K in Q3 2018.
166 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2020, filed 9 Oct 2020.