Flagship Harbor Advisors’s iShares US Transportation ETF IYT Stock Holding History

Flagship Harbor 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	-500	Closed	-$37.3K	–	1478
2025 Q4	$37.3K	Buy	+500	New	+$36.3K	﹤0.01%	1148
2020 Q1	–	Sell	-960	Closed	-$47K	–	1909
2019 Q4	$47K	Hold	960	–	–	0.01%	835
2019 Q3	$44K	Hold	960	–	–	0.01%	808
2019 Q2	$45K	Sell	960 -40	-4%	-$1.89K	0.01%	789
2019 Q1	$46K	Sell	1,000 -80	-7%	-$3.64K	0.01%	776
2018 Q4	$44K	Hold	1,080	–	–	0.01%	751
2018 Q3	$55K	Hold	1,080	–	–	0.01%	771
2018 Q2	$50K	Buy	+1,080	New	+$51.7K	0.01%	784

Other funds holding IYT

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

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

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