MMBG Investment Advisors’s iShares US Transportation ETF IYT Stock Holding History

MMBG Investment Advisors’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	$979K	Hold	11,280	–	–	0.08%	103
2026 Q1	$841K	Hold	11,280	–	–	0.08%	104
2025 Q4	$840K	Sell	11,280 -12,660	-53%	-$920K	0.07%	112
2025 Q3	$1.72M	Hold	23,940	–	–	0.15%	77
2025 Q2	$1.64M	Hold	23,940	–	–	0.16%	74
2025 Q1	$1.53M	Hold	23,940	–	–	0.17%	75
2024 Q4	$1.62M	Hold	23,940	–	–	0.17%	70
2024 Q3	$1.65M	Hold	23,940	–	–	0.17%	73
2024 Q2	$1.57M	Hold	23,940	–	–	0.17%	72
2024 Q1	$1.69M	Hold	23,940	–	–	0.18%	73
2023 Q4	$1.57M	Hold	23,940	–	–	0.18%	72
2023 Q3	$1.4M	Hold	23,940	–	–	0.18%	74
2023 Q2	$1.49M	Buy	23,940 +1,040	+5%	+$59.6K	0.18%	72
2023 Q1	$1.3M	Buy	22,900 +6,520	+40%	+$373K	0.17%	76
2022 Q4	$874K	Buy	16,380 +5,100	+45%	+$275K	0.12%	91
2022 Q3	$554K	Hold	11,280	–	–	0.07%	107
2022 Q2	$600K	Sell	11,280 -2,480	-18%	-$144K	0.07%	108
2022 Q1	$929K	Hold	13,760	–	–	0.1%	91
2021 Q4	$951K	Buy	+13,760	New	+$920K	0.09%	97

Other funds holding IYT

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

MMBG Investment Advisors's IYT Position: Q2 2026 in Review

MMBG Investment Advisors held its iShares US Transportation ETF (IYT) position steady in Q2 2026 at 11,280 shares worth $979K. The position accounts for 0.08% of the portfolio, ranked #103.

MMBG Investment Advisors first reported a position in IYT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.72M in Q3 2025. 258 funds tracked by Wall St. Rank hold IYT as of Q2 2026.

MMBG Investment Advisors held 11,280 shares of iShares US Transportation ETF worth $979K as of Q2 2026.
MMBG Investment Advisors left its iShares US Transportation ETF share count unchanged in Q2 2026.
iShares US Transportation ETF made up 0.08% of MMBG Investment Advisors's portfolio in Q2 2026, its #103 holding.
MMBG Investment Advisors first reported a position in iShares US Transportation ETF in Q4 2021 and has held it in 19 quarters since.
MMBG Investment Advisors's iShares US Transportation ETF position peaked at $1.72M in Q3 2025.
258 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q2 2026.

Based on MMBG Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.