JB Capital’s iShares U.S. Carbon Transition Readiness Aware Active ETF LCTU Stock Holding History

JB Capital’s Portfolio LCTU Stock Details LCTU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$453K	Sell	6,453 -1,017	-14%	-$74.7K	0.02%	184
2025 Q4	$553K	Buy	7,470 +360	+5%	+$26.5K	0.02%	172
2025 Q3	$516K	Sell	7,110 -173	-2%	-$12.1K	0.02%	173
2025 Q2	$490K	Buy	7,283 +873	+14%	+$54.2K	0.02%	166
2025 Q1	$389K	Sell	6,410 -529	-8%	-$33.9K	0.02%	168
2024 Q4	$444K	Buy	6,939 +1,376	+25%	+$88.6K	0.02%	159
2024 Q3	$349K	Sell	5,563 -819	-13%	-$49.5K	0.02%	176
2024 Q2	$379K	Sell	6,382 -440	-6%	-$25.1K	0.02%	168
2024 Q1	$392K	Buy	6,822 +601	+10%	+$32.9K	0.03%	156
2023 Q4	$326K	Buy	6,221 +1,312	+27%	+$64.1K	0.02%	162
2023 Q3	$231K	Buy	+4,909	New	+$241K	0.02%	165

Other funds holding LCTU

VMPIC

Varma Mutual Pension Insurance Co Helsinki, Finland $17B AUM 24.09% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

JB Capital's LCTU Position: Q1 2026 in Review

JB Capital reduced its iShares U.S. Carbon Transition Readiness Aware Active ETF (LCTU) stake by 14% in Q1 2026, selling an estimated $74.7K and leaving 6,453 shares worth $453K. The position accounts for 0.02% of the portfolio, ranked #184.

JB Capital first reported a position in LCTU in Q3 2023 and has held it in 11 quarters since. The position peaked at $553K in Q4 2025. 195 funds tracked by Wall St. Rank hold LCTU as of Q1 2026.

JB Capital held 6,453 shares of iShares U.S. Carbon Transition Readiness Aware Active ETF worth $453K as of Q1 2026.
JB Capital sold 1,017 iShares U.S. Carbon Transition Readiness Aware Active ETF shares in Q1 2026, an estimated $74.7K.
iShares U.S. Carbon Transition Readiness Aware Active ETF made up 0.02% of JB Capital's portfolio in Q1 2026, its #184 holding.
JB Capital first reported a position in iShares U.S. Carbon Transition Readiness Aware Active ETF in Q3 2023 and has held it in 11 quarters since.
JB Capital's iShares U.S. Carbon Transition Readiness Aware Active ETF position peaked at $553K in Q4 2025.
195 funds tracked by Wall St. Rank held iShares U.S. Carbon Transition Readiness Aware Active ETF as of Q1 2026.

Based on JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.