NBT Bank’s iShares Global Financials ETF IXG Stock Holding History

NBT Bank’s Portfolio IXG Stock Details IXG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$29.3K	Hold	231	–	–	﹤0.01%	416
2026 Q2	$28.8K	Sell	231 -73	-24%	-$8.87K	﹤0.01%	596
2026 Q1	$34.7K	Buy	304 +183	+151%	+$21.7K	﹤0.01%	540
2025 Q4	$36.7K	Buy	121 +4	+3%	+$466	﹤0.01%	528
2025 Q3	$35.5K	Sell	117 -187	-62%	-$21.2K	﹤0.01%	534
2025 Q2	$33.7K	Hold	304	–	–	﹤0.01%	537
2025 Q1	$31.3K	Hold	304	–	–	﹤0.01%	542
2024 Q4	$29.2K	Hold	304	–	–	﹤0.01%	550
2024 Q3	$28.8K	Hold	304	–	–	﹤0.01%	582
2024 Q2	$25.9K	Sell	304 -216	-42%	-$18.5K	﹤0.01%	431
2024 Q1	$45.1K	Hold	520	–	–	﹤0.01%	410
2023 Q4	$40.9K	Buy	+520	New	+$38K	﹤0.01%	406

Other funds holding IXG

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Wealthstar Advisors Plano, Texas $354M AUM 38.71% 1-Year Est. Return

Founders Grove Wealth Partners Richmond, Virginia $507M AUM 17.69% 1-Year Est. Return

Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return

Sagespring Wealth Partners Franklin, Tennessee $6.71B AUM 16.81% 1-Year Est. Return

Unique Wealth Clearwater, Florida $877M AUM 13.76% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

Johnson Bixby & Associates Vancouver, Washington $916M AUM 10.38% 1-Year Est. Return

MontVue Capital Management Lynchburg, Virginia $171M AUM 16.62% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

NBT Bank's IXG Position: Q3 2026 in Review

NBT Bank held its iShares Global Financials ETF (IXG) position steady in Q3 2026 at 231 shares worth $29.3K. The position accounts for ﹤0.01% of the portfolio, ranked #416.

NBT Bank first reported a position in IXG in Q4 2023 and has held it in 12 quarters since. The position peaked at $45.1K in Q1 2024. 24 funds tracked by Wall St. Rank hold IXG as of Q3 2026.

NBT Bank held 231 shares of iShares Global Financials ETF worth $29.3K as of Q3 2026.
NBT Bank left its iShares Global Financials ETF share count unchanged in Q3 2026.
iShares Global Financials ETF made up ﹤0.01% of NBT Bank's portfolio in Q3 2026, its #416 holding.
NBT Bank first reported a position in iShares Global Financials ETF in Q4 2023 and has held it in 12 quarters since.
NBT Bank's iShares Global Financials ETF position peaked at $45.1K in Q1 2024.
24 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q3 2026.

Based on NBT Bank's 13F filing for Q3 2026, filed 21 Oct 2026.