WBI Investments’s iShares US Consumer Staples ETF IYK Stock Holding History

WBI Investments’s Portfolio IYK Stock Details IYK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-5,946	Closed	-$391K	–	158
2022 Q1	$391K	Sell	5,946 -66	-1%	-$4.4K	0.06%	156
2021 Q4	$396K	Buy	6,012 +48	+0.8%	+$3.01K	0.06%	147
2021 Q3	$351K	Buy	5,964 +2,544	+74%	+$157K	0.06%	147
2021 Q2	$210K	Buy	+3,420	New	+$206K	0.03%	174
2016 Q4	–	Sell	-12,585	Closed	-$478K	–	341
2016 Q3	$478K	Buy	+12,585	New	+$487K	0.02%	243

Other funds holding IYK

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

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

Empowered Funds Havertown, Pennsylvania $19B AUM 51.73% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

WBI Investments's IYK Position: Q2 2022 in Review

WBI Investments sold out of iShares US Consumer Staples ETF (IYK) in Q2 2022, closing a stake of 5,946 shares — an estimated $391K sold.

WBI Investments first reported a position in IYK in Q3 2016 and held it in 5 quarters. The position peaked at $478K in Q3 2016. 211 funds tracked by Wall St. Rank hold IYK as of Q2 2022.

WBI Investments reported no remaining iShares US Consumer Staples ETF position as of Q2 2022 after selling out during the quarter.
WBI Investments sold 5,946 iShares US Consumer Staples ETF shares in Q2 2022, an estimated $391K.
WBI Investments first reported a position in iShares US Consumer Staples ETF in Q3 2016 and held it in 5 quarters.
WBI Investments's iShares US Consumer Staples ETF position peaked at $478K in Q3 2016.
211 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2022.

Based on WBI Investments's 13F filing for Q2 2022, filed 25 Jul 2022.