WealthBridge Capital Management’s iShares US Financials ETF IYF Stock Holding History

WealthBridge Capital Management’s Portfolio IYF Stock Details IYF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-6,028	Closed	-$415K	–	128
2019 Q4	$415K	Sell	6,028 -412	-6%	-$27.3K	0.27%	77
2019 Q3	$415K	Sell	6,440 -2,328	-27%	-$148K	0.3%	72
2019 Q2	$466K	Buy	8,768 +492	+6%	+$30.3K	0.43%	58
2019 Q1	$510K	Sell	8,276 -492	-6%	-$28.6K	0.32%	61
2018 Q4	$466K	Buy	+8,768	New	+$502K	0.35%	58

Other funds holding IYF

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

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

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

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

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

RJFSA

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

Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

WealthBridge Capital Management's IYF Position: Q1 2020 in Review

WealthBridge Capital Management sold out of iShares US Financials ETF (IYF) in Q1 2020, closing a stake of 6,028 shares — an estimated $415K sold.

WealthBridge Capital Management first reported a position in IYF in Q4 2018 and held it in 5 quarters. The position peaked at $510K in Q1 2019. 211 funds tracked by Wall St. Rank hold IYF as of Q1 2020.

WealthBridge Capital Management reported no remaining iShares US Financials ETF position as of Q1 2020 after selling out during the quarter.
WealthBridge Capital Management sold 6,028 iShares US Financials ETF shares in Q1 2020, an estimated $415K.
WealthBridge Capital Management first reported a position in iShares US Financials ETF in Q4 2018 and held it in 5 quarters.
WealthBridge Capital Management's iShares US Financials ETF position peaked at $510K in Q1 2019.
211 funds tracked by Wall St. Rank held iShares US Financials ETF as of Q1 2020.

Based on WealthBridge Capital Management's 13F filing for Q1 2020, filed 15 May 2020.