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WealthBridge Capital Management’s iShares US Transportation ETF IYT Stock Holding History

WealthBridge Capital Management’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
2019
Q2 		– Sell
-752
Closed -$36K – 498
2019
Q1 		$36K Hold
752
– – 0.02% 340
2018
Q4 		$31K Buy
+752
New +$34.7K 0.02% 324

Other funds holding IYT

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Citigroup
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Goldman Sachs
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

WealthBridge Capital Management's IYT Position: Q2 2019 in Review

WealthBridge Capital Management sold out of iShares US Transportation ETF (IYT) in Q2 2019, closing a stake of 752 shares — an estimated $36K sold.

WealthBridge Capital Management first reported a position in IYT in Q4 2018 and held it in 2 quarters. The position peaked at $36K in Q1 2019. 135 funds tracked by Wall St. Rank hold IYT as of Q2 2019.

  • WealthBridge Capital Management reported no remaining iShares US Transportation ETF position as of Q2 2019 after selling out during the quarter.
  • WealthBridge Capital Management sold 752 iShares US Transportation ETF shares in Q2 2019, an estimated $36K.
  • WealthBridge Capital Management first reported a position in iShares US Transportation ETF in Q4 2018 and held it in 2 quarters.
  • WealthBridge Capital Management's iShares US Transportation ETF position peaked at $36K in Q1 2019.
  • 135 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.