Capital Planning Advisors’s iShares US Transportation ETF IYT Stock Holding History

Capital Planning Advisors’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	–	Sell	-14,887	Closed	-$1.11M	–	160
2025 Q4	$1.11M	Buy	+14,887	New	+$1.08M	0.15%	84
2017 Q3	–	Sell	-4,812	Closed	-$207K	–	129
2017 Q2	$207K	Sell	4,812 -256	-5%	-$10.6K	0.09%	127
2017 Q1	$208K	Buy	+5,068	New	+$211K	0.1%	128

Other funds holding IYT

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

FFB

First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Capital Planning Advisors's IYT Position: Q1 2026 in Review

Capital Planning Advisors sold out of iShares US Transportation ETF (IYT) in Q1 2026, closing a stake of 14,887 shares — an estimated $1.11M sold.

Capital Planning Advisors first reported a position in IYT in Q1 2017 and held it in 3 quarters. The position peaked at $1.11M in Q4 2025. 189 funds tracked by Wall St. Rank hold IYT as of Q1 2026.

Capital Planning Advisors reported no remaining iShares US Transportation ETF position as of Q1 2026 after selling out during the quarter.
Capital Planning Advisors sold 14,887 iShares US Transportation ETF shares in Q1 2026, an estimated $1.11M.
Capital Planning Advisors first reported a position in iShares US Transportation ETF in Q1 2017 and held it in 3 quarters.
Capital Planning Advisors's iShares US Transportation ETF position peaked at $1.11M in Q4 2025.
189 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.