NBT Bank’s iShares Global Energy ETF IXC Stock Holding History

NBT Bank’s Portfolio IXC Stock Details IXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-46	Closed	-$1.81K	–	826
2025 Q2	$1.81K	Hold	46	–	–	﹤0.01%	743
2025 Q1	$1.94K	Hold	46	–	–	﹤0.01%	751
2024 Q4	$1.76K	Hold	46	–	–	﹤0.01%	737
2024 Q3	$1.86K	Hold	46	–	–	﹤0.01%	779
2024 Q2	$1.91K	Sell	46 -44	-49%	-$1.89K	﹤0.01%	542
2024 Q1	$3.87K	Buy	90 +73	+429%	+$2.89K	﹤0.01%	520
2023 Q4	$665	Buy	+17	New	+$676	﹤0.01%	569

Other funds holding IXC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

VCM

Verger Capital Management Winston-Salem, North Carolina $339M AUM 19.43% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

NBT Bank's IXC Position: Q3 2025 in Review

NBT Bank sold out of iShares Global Energy ETF (IXC) in Q3 2025, closing a stake of 46 shares — an estimated $1.81K sold.

NBT Bank first reported a position in IXC in Q4 2023 and held it in 7 quarters. The position peaked at $3.87K in Q1 2024. 283 funds tracked by Wall St. Rank hold IXC as of Q3 2025.

NBT Bank reported no remaining iShares Global Energy ETF position as of Q3 2025 after selling out during the quarter.
NBT Bank sold 46 iShares Global Energy ETF shares in Q3 2025, an estimated $1.81K.
NBT Bank first reported a position in iShares Global Energy ETF in Q4 2023 and held it in 7 quarters.
NBT Bank's iShares Global Energy ETF position peaked at $3.87K in Q1 2024.
283 funds tracked by Wall St. Rank held iShares Global Energy ETF as of Q3 2025.

Based on NBT Bank's 13F filing for Q3 2025, filed 28 Oct 2025.