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NBC Securities’s iShares Energy Storage & Materials ETF IBAT Stock Holding History

NBC Securities’s Portfolio IBAT Stock Details IBAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$11.2K Buy
+249
New +$10.6K ﹤0.01% 1850

Other funds holding IBAT

MFPI
Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM
LA
LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

NBC Securities's IBAT Position: Q2 2026 in Review

NBC Securities opened a new position in iShares Energy Storage & Materials ETF (IBAT) in Q2 2026: 249 shares worth $11.2K. The stake represents ﹤0.01% of the portfolio and ranks #1850 among its holdings.

6 funds tracked by Wall St. Rank hold IBAT as of Q2 2026.

  • NBC Securities held 249 shares of iShares Energy Storage & Materials ETF worth $11.2K as of Q2 2026.
  • iShares Energy Storage & Materials ETF was a new NBC Securities position in Q2 2026.
  • iShares Energy Storage & Materials ETF made up ﹤0.01% of NBC Securities's portfolio in Q2 2026, its #1850 holding.
  • 6 funds tracked by Wall St. Rank held iShares Energy Storage & Materials ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.