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BFC Planning, Inc.’s iShares Energy Storage & Materials ETF IBAT Stock Holding History

BFC Planning, Inc.’s Portfolio IBAT Stock Details IBAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-200
Closed -$6.82K – 3527
2026
Q1 		$6.82K Buy
+200
New +$6.62K ﹤0.01% 2188

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BFC Planning, Inc.'s IBAT Position: Q2 2026 in Review

BFC Planning, Inc. sold out of iShares Energy Storage & Materials ETF (IBAT) in Q2 2026, closing a stake of 200 shares — an estimated $6.82K sold.

BFC Planning, Inc. first reported a position in IBAT in Q1 2026 and held it in 1 quarter. The position peaked at $6.82K in Q1 2026. 25 funds tracked by Wall St. Rank hold IBAT as of Q2 2026.

  • BFC Planning, Inc. reported no remaining iShares Energy Storage & Materials ETF position as of Q2 2026 after selling out during the quarter.
  • BFC Planning, Inc. sold 200 iShares Energy Storage & Materials ETF shares in Q2 2026, an estimated $6.82K.
  • BFC Planning, Inc. first reported a position in iShares Energy Storage & Materials ETF in Q1 2026 and held it in 1 quarter.
  • BFC Planning, Inc.'s iShares Energy Storage & Materials ETF position peaked at $6.82K in Q1 2026.
  • 25 funds tracked by Wall St. Rank held iShares Energy Storage & Materials ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.