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Abound Wealth Management’s iShares US Transportation ETF IYT Stock Holding History

Abound Wealth 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
2025
Q2 		– Sell
-1,469
Closed -$94.1K – 1326
2025
Q1 		$94.1K Hold
1,469
– – 0.03% 121
2024
Q4 		$99.3K Hold
1,469
– – 0.03% 105
2024
Q3 		$101K Buy
+1,469
New +$96.8K 0.03% 105
2022
Q2 		– Sell
-340
Closed -$23K – 123
2022
Q1 		$23K Buy
+340
New +$22.4K 0.02% 79

Other funds holding IYT

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FFB
First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Abound Wealth Management's IYT Position: Q2 2025 in Review

Abound Wealth Management sold out of iShares US Transportation ETF (IYT) in Q2 2025, closing a stake of 1,469 shares — an estimated $94.1K sold.

Abound Wealth Management first reported a position in IYT in Q1 2022 and held it in 4 quarters. The position peaked at $101K in Q3 2024. 174 funds tracked by Wall St. Rank hold IYT as of Q2 2025.

  • Abound Wealth Management reported no remaining iShares US Transportation ETF position as of Q2 2025 after selling out during the quarter.
  • Abound Wealth Management sold 1,469 iShares US Transportation ETF shares in Q2 2025, an estimated $94.1K.
  • Abound Wealth Management first reported a position in iShares US Transportation ETF in Q1 2022 and held it in 4 quarters.
  • Abound Wealth Management's iShares US Transportation ETF position peaked at $101K in Q3 2024.
  • 174 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2025.

Based on Abound Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.