YorkBridge Wealth Partners’s iShares US Insurance ETF IAK Stock Holding History

YorkBridge Wealth Partners’s Portfolio IAK Stock Details IAK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-550	Closed	-$39K	–	388
2019 Q2	$39K	Hold	550	–	–	0.02%	392
2019 Q1	$35K	Hold	550	–	–	0.02%	394
2018 Q4	$32K	Hold	550	–	–	0.02%	373
2018 Q3	$36K	Hold	550	–	–	0.02%	391
2018 Q2	$34K	Hold	550	–	–	0.01%	409
2018 Q1	$36K	Hold	550	–	–	0.02%	405
2017 Q4	$36K	Hold	550	–	–	0.02%	406
2017 Q3	$35K	Hold	550	–	–	0.02%	421
2017 Q2	$35K	Hold	550	–	–	0.02%	418
2017 Q1	$33K	Hold	550	–	–	0.02%	424
2016 Q4	$32K	Buy	+550	New	+$30.9K	0.02%	414

Other funds holding IAK

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

BWFA

Baltimore-Washington Financial Advisors Columbia, Maryland $2.67B AUM 19.65% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return

HBT

Hills Bank & Trust North Liberty, Iowa $2.35B AUM 17.18% 1-Year Est. Return

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

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

YorkBridge Wealth Partners's IAK Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of iShares US Insurance ETF (IAK) in Q3 2019, closing a stake of 550 shares — an estimated $39K sold.

YorkBridge Wealth Partners first reported a position in IAK in Q4 2016 and held it in 11 quarters. The position peaked at $39K in Q2 2019. 42 funds tracked by Wall St. Rank hold IAK as of Q3 2019.

YorkBridge Wealth Partners reported no remaining iShares US Insurance ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 550 iShares US Insurance ETF shares in Q3 2019, an estimated $39K.
YorkBridge Wealth Partners first reported a position in iShares US Insurance ETF in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's iShares US Insurance ETF position peaked at $39K in Q2 2019.
42 funds tracked by Wall St. Rank held iShares US Insurance ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.