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Bedell Frazier Investment Counselling’s iShares US Transportation ETF IYT Stock Holding History

Bedell Frazier Investment Counselling’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
2026
Q1 		$10.8M Buy
145,339
+1,430
+1% +$111K 2.19% 12
2025
Q4 		$10.7M Buy
+143,909
New +$10.5M 2.07% 9

Other funds holding IYT

MMH
Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
FFB
First Financial Bankshares Abilene, Texas $5.34B AUM 28.75% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bedell Frazier Investment Counselling's IYT Position: Q1 2026 in Review

Bedell Frazier Investment Counselling increased its iShares US Transportation ETF (IYT) stake by 0.99% in Q1 2026, buying an estimated $111K and bringing the position to 145,339 shares worth $10.8M. The position accounts for 2.19% of the portfolio, ranked #12.

Bedell Frazier Investment Counselling first reported a position in IYT in Q4 2025 and has held it in 2 quarters since. 189 funds tracked by Wall St. Rank hold IYT as of Q1 2026.

  • Bedell Frazier Investment Counselling held 145,339 shares of iShares US Transportation ETF worth $10.8M as of Q1 2026.
  • Bedell Frazier Investment Counselling bought 1,430 iShares US Transportation ETF shares in Q1 2026, an estimated $111K.
  • iShares US Transportation ETF made up 2.19% of Bedell Frazier Investment Counselling's portfolio in Q1 2026, its #12 holding.
  • Bedell Frazier Investment Counselling first reported a position in iShares US Transportation ETF in Q4 2025 and has held it in 2 quarters since.
  • 189 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2026.

Based on Bedell Frazier Investment Counselling's 13F filing for Q1 2026, filed 15 May 2026.