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Herbst Group’s iShares US Transportation ETF IYT Stock Holding History

Herbst Group’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 		– Sell
-38,571
Closed -$2.88M – 71
2026
Q1 		$2.88M Buy
38,571
+1,196
+3% +$93K 1.78% 26
2025
Q4 		$2.78M Buy
+37,375
New +$2.72M 1.64% 26

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

Herbst Group's IYT Position: Q2 2026 in Review

Herbst Group sold out of iShares US Transportation ETF (IYT) in Q2 2026, closing a stake of 38,571 shares — an estimated $2.88M sold.

Herbst Group first reported a position in IYT in Q4 2025 and held it in 2 quarters. The position peaked at $2.88M in Q1 2026. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

  • Herbst Group reported no remaining iShares US Transportation ETF position as of Q2 2026 after selling out during the quarter.
  • Herbst Group sold 38,571 iShares US Transportation ETF shares in Q2 2026, an estimated $2.88M.
  • Herbst Group first reported a position in iShares US Transportation ETF in Q4 2025 and held it in 2 quarters.
  • Herbst Group's iShares US Transportation ETF position peaked at $2.88M in Q1 2026.
  • 258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on Herbst Group's 13F filing for Q2 2026, filed 9 Jul 2026.