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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
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

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SL
Salomon & Ludwin Richmond, Virginia $1.12B AUM 14.38% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

NBT Bank's IXG Position: Q1 2026 in Review

NBT Bank increased its iShares Global Financials ETF (IXG) stake by 151% in Q1 2026, buying an estimated $21.7K and bringing the position to 304 shares worth $34.7K. The position accounts for ﹤0.01% of the portfolio, ranked #540.

NBT Bank first reported a position in IXG in Q4 2023 and has held it in 10 quarters since. The position peaked at $45.1K in Q1 2024. 136 funds tracked by Wall St. Rank hold IXG as of Q1 2026.

  • NBT Bank held 304 shares of iShares Global Financials ETF worth $34.7K as of Q1 2026.
  • NBT Bank bought 183 iShares Global Financials ETF shares in Q1 2026, an estimated $21.7K.
  • iShares Global Financials ETF made up ﹤0.01% of NBT Bank's portfolio in Q1 2026, its #540 holding.
  • NBT Bank first reported a position in iShares Global Financials ETF in Q4 2023 and has held it in 10 quarters since.
  • NBT Bank's iShares Global Financials ETF position peaked at $45.1K in Q1 2024.
  • 136 funds tracked by Wall St. Rank held iShares Global Financials ETF as of Q1 2026.

Based on NBT Bank's 13F filing for Q1 2026, filed 28 Apr 2026.