TrueWealth LLC’s iShares US Transportation ETF IYT Stock Holding History

TrueWealth LLC’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 Q2	$35K	Buy	+860	New	+$32.6K	0.01%	311

Other funds holding IYT

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Twin Tree Management Dallas, Texas $4.75B AUM 58.16% 1-Year Est. Return

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

TrueWealth LLC's IYT Position: Q2 2020 in Review

TrueWealth LLC opened a new position in iShares US Transportation ETF (IYT) in Q2 2020: 860 shares worth $35K. The stake represents 0.01% of the portfolio and ranks #311 among its holdings.

132 funds tracked by Wall St. Rank hold IYT as of Q2 2020.

TrueWealth LLC held 860 shares of iShares US Transportation ETF worth $35K as of Q2 2020.
iShares US Transportation ETF was a new TrueWealth LLC position in Q2 2020.
iShares US Transportation ETF made up 0.01% of TrueWealth LLC's portfolio in Q2 2020, its #311 holding.
132 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.