MLP3 LLC’s iShares US Consumer Staples ETF IYK Stock Holding History

MLP3 LLC’s Portfolio IYK Stock Details IYK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$270K	Hold	3,855	–	–	0.3%	72
2025 Q4	$258K	Buy	+3,855	New	+$262K	0.28%	68

Other funds holding IYK

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

MLP3 LLC's IYK Position: Q1 2026 in Review

MLP3 LLC held its iShares US Consumer Staples ETF (IYK) position steady in Q1 2026 at 3,855 shares worth $270K. The position accounts for 0.3% of the portfolio, ranked #72.

MLP3 LLC first reported a position in IYK in Q4 2025 and has held it in 2 quarters since. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

MLP3 LLC held 3,855 shares of iShares US Consumer Staples ETF worth $270K as of Q1 2026.
MLP3 LLC left its iShares US Consumer Staples ETF share count unchanged in Q1 2026.
iShares US Consumer Staples ETF made up 0.3% of MLP3 LLC's portfolio in Q1 2026, its #72 holding.
MLP3 LLC first reported a position in iShares US Consumer Staples ETF in Q4 2025 and has held it in 2 quarters since.
290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on MLP3 LLC's 13F filing for Q1 2026, filed 13 Apr 2026.