ANTB
IYE icon

AMG National Trust Bank’s iShares US Energy ETF IYE Stock Holding History

AMG National Trust Bank’s Portfolio IYE Stock Details IYE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.95M Buy
107,358
+1,654
+2% +$93.8K 0.15% 97
2025
Q4 		$5.02M Sell
105,704
-1,126
-1% -$53.3K 0.12% 105
2025
Q3 		$5.08M Sell
106,830
-2,457
-2% -$114K 0.12% 101
2025
Q2 		$4.94M Sell
109,287
-9,862
-8% -$436K 0.13% 102
2025
Q1 		$5.87M Sell
119,149
-21,809
-15% -$1.04M 0.16% 90
2024
Q4 		$6.34M Sell
140,958
-5,775
-4% -$277K 0.17% 83
2024
Q3 		$6.8M Buy
146,733
+3,946
+3% +$186K 0.18% 81
2024
Q2 		$6.85M Buy
142,787
+3,407
+2% +$166K 0.18% 87
2024
Q1 		$6.89M Buy
139,380
+10,042
+8% +$452K 0.2% 74
2023
Q4 		$5.71M Buy
129,338
+9,375
+8% +$421K 0.18% 82
2023
Q3 		$5.69M Buy
119,963
+6,925
+6% +$319K 0.2% 74
2023
Q2 		$4.84M Buy
113,038
+3,308
+3% +$142K 0.16% 95
2023
Q1 		$4.8M Buy
109,730
+3,636
+3% +$165K 0.17% 90
2022
Q4 		$4.93M Sell
106,094
-1,480
-1% -$69.2K 0.18% 85
2022
Q3 		$4.23M Buy
107,574
+450
+0.4% +$18.5K 0.16% 99
2022
Q2 		$4.08M Sell
107,124
-986
-0.9% -$41.9K 0.15% 94
2022
Q1 		$4.42M Sell
108,110
-683
-0.6% -$25.2K 0.14% 102
2021
Q4 		$3.27M Sell
108,793
-1,397
-1% -$43K 0.1% 130
2021
Q3 		$3.11M Sell
110,190
-669
-0.6% -$18K 0.1% 124
2021
Q2 		$3.22M Buy
110,859
+10,038
+10% +$280K 0.1% 117
2021
Q1 		$2.65M Buy
100,821
+455
+0.5% +$11.2K 0.09% 138
2020
Q4 		$2.03M Sell
100,366
-4,462
-4% -$81.9K 0.07% 168
2020
Q3 		$1.67M Buy
104,828
+6,374
+6% +$120K 0.07% 177
2020
Q2 		$1.97M Buy
98,454
+39,404
+67% +$772K 0.09% 147
2020
Q1 		$904K Sell
59,050
-23,375
-28% -$589K 0.07% 124
2019
Q4 		$2.65M Sell
82,425
-52,386
-39% -$1.65M 0.15% 78
2019
Q3 		$4.28M Sell
134,811
-26,789
-17% -$871K 0.25% 56
2019
Q2 		$5.56M Sell
161,600
-23,394
-13% -$812K 0.33% 43
2019
Q1 		$6.67M Buy
184,994
+3,681
+2% +$129K 0.41% 32
2018
Q4 		$5.65M Sell
181,313
-93,241
-34% -$3.43M 0.39% 34
2018
Q3 		$11.5M Sell
274,554
-49,302
-15% -$2.04M 0.68% 25
2018
Q2 		$13.6M Sell
323,856
-119,606
-27% -$4.89M 0.85% 21
2018
Q1 		$16.4M Sell
443,462
-178,293
-29% -$6.91M 1.06% 19
2017
Q4 		$24.7M Sell
621,755
-41,999
-6% -$1.58M 1.6% 12
2017
Q3 		$24.8M Sell
663,754
-516
-0.1% -$18.3K 1.72% 12
2017
Q2 		$23.6M Buy
664,270
+14,097
+2% +$520K 1.71% 12
2017
Q1 		$25.1M Buy
650,173
+26,695
+4% +$1.06M 1.93% 11
2016
Q4 		$25.9M Sell
623,478
-5,674
-0.9% -$226K 2.13% 10
2016
Q3 		$24.5M Sell
629,152
-5,616
-0.9% -$214K 2.09% 10
2016
Q2 		$24.4M Buy
634,768
+28,053
+5% +$1.04M 2.18% 9
2016
Q1 		$21.1M Sell
606,715
-37,696
-6% -$1.23M 1.93% 9
2015
Q4 		$21.8M Sell
644,411
-136,485
-17% -$5.04M 1.99% 9
2015
Q3 		$26.8M Sell
780,896
-20,660
-3% -$781K 2.54% 9
2015
Q2 		$34M Buy
801,556
+58,092
+8% +$2.6M 3.11% 8
2015
Q1 		$32.4M Buy
743,464
+29,629
+4% +$1.3M 3.1% 7
2014
Q4 		$32M Buy
713,835
+145,394
+26% +$6.86M 3.23% 7
2014
Q3 		$29.3M Buy
568,441
+31,433
+6% +$1.73M 3.04% 8
2014
Q2 		$30.5M Buy
537,008
+28,939
+6% +$1.56M 3.1% 8
2014
Q1 		$25.9M Buy
508,069
+72,358
+17% +$3.56M 2.79% 9
2013
Q4 		$22M Buy
435,711
+21,182
+5% +$1.04M 2.46% 9
2013
Q3 		$19.5M Buy
414,529
+27,188
+7% +$1.27M 2.45% 8
2013
Q2 		$17.2M Buy
+387,341
New +$17.5M 2.33% 8

Other funds holding IYE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PCH
PGIM Custom Harvest Newark, New Jersey $6.4B AUM 18.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return

AMG National Trust Bank's IYE Position: Q1 2026 in Review

AMG National Trust Bank increased its iShares US Energy ETF (IYE) stake by 1.6% in Q1 2026, buying an estimated $93.8K and bringing the position to 107,358 shares worth $6.95M. The position accounts for 0.15% of the portfolio, ranked #97.

AMG National Trust Bank first reported a position in IYE in Q2 2013 and has held it in 52 quarters since. The position peaked at $34M in Q2 2015. 332 funds tracked by Wall St. Rank hold IYE as of Q1 2026.

  • AMG National Trust Bank held 107,358 shares of iShares US Energy ETF worth $6.95M as of Q1 2026.
  • AMG National Trust Bank bought 1,654 iShares US Energy ETF shares in Q1 2026, an estimated $93.8K.
  • iShares US Energy ETF made up 0.15% of AMG National Trust Bank's portfolio in Q1 2026, its #97 holding.
  • AMG National Trust Bank first reported a position in iShares US Energy ETF in Q2 2013 and has held it in 52 quarters since.
  • AMG National Trust Bank's iShares US Energy ETF position peaked at $34M in Q2 2015.
  • 332 funds tracked by Wall St. Rank held iShares US Energy ETF as of Q1 2026.

Based on AMG National Trust Bank's 13F filing for Q1 2026, filed 4 May 2026.