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Gimbal Financial’s iShares US Transportation ETF IYT Stock Holding History

Gimbal Financial’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
Q2 		$11.1M Buy
+128,232
New +$10.5M 6.84% 6
2024
Q2 		– Sell
-16,240
Closed -$1.14M – 49
2024
Q1 		$1.14M Buy
+16,240
New +$1.1M 0.94% 15

Other funds holding IYT

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Gimbal Financial's IYT Position: Q2 2026 in Review

Gimbal Financial opened a new position in iShares US Transportation ETF (IYT) in Q2 2026: 128,232 shares worth $11.1M. The stake represents 6.84% of the portfolio and ranks #6 among its holdings. This is a return to the name: Gimbal Financial previously reported a position in IYT as recently as Q1 2024.

Gimbal Financial first reported a position in IYT in Q1 2024 and has held it in 2 quarters since. 257 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

  • Gimbal Financial held 128,232 shares of iShares US Transportation ETF worth $11.1M as of Q2 2026.
  • iShares US Transportation ETF was a new Gimbal Financial position in Q2 2026.
  • iShares US Transportation ETF made up 6.84% of Gimbal Financial's portfolio in Q2 2026, its #6 holding.
  • Gimbal Financial first reported a position in iShares US Transportation ETF in Q1 2024 and has held it in 2 quarters since.
  • 257 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Gimbal Financial's 13F filing for Q2 2026, filed 4 Aug 2026.