NBT Bank’s iShares US Consumer Staples ETF IYK Stock Holding History

NBT Bank’s Portfolio IYK Stock Details IYK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-195	Closed	-$13.7K	–	1119
2026 Q1	$13.7K	Buy	195 +128	+191%	+$9.2K	﹤0.01%	644
2025 Q4	$13K	Sell	67 -1	-1%	-$68	﹤0.01%	642
2025 Q3	$13.3K	Sell	68 -127	-65%	-$8.86K	﹤0.01%	654
2025 Q2	$13.7K	Hold	195	–	–	﹤0.01%	627
2025 Q1	$14K	Hold	195	–	–	﹤0.01%	622
2024 Q4	$12.8K	Hold	195	–	–	﹤0.01%	639
2024 Q3	$13.8K	Hold	195	–	–	﹤0.01%	649
2024 Q2	$12.8K	Hold	195	–	–	﹤0.01%	461
2024 Q1	$13.2K	Hold	195	–	–	﹤0.01%	462
2023 Q4	$12.5K	Buy	+195	New	+$12.1K	﹤0.01%	455

Other funds holding IYK

DWM

Dynasty Wealth Management St. Petersburg, Florida $13.5B AUM 21.55% 1-Year Est. Return

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

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

SWP

Sagespring Wealth Partners Franklin, Tennessee $6.51B AUM 25.32% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $8.41B AUM

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PCH

PGIM Custom Harvest Newark, New Jersey $7.98B AUM 28.14% 1-Year Est. Return

NBT Bank's IYK Position: Q2 2026 in Review

NBT Bank sold out of iShares US Consumer Staples ETF (IYK) in Q2 2026, closing a stake of 195 shares — an estimated $13.7K sold.

NBT Bank first reported a position in IYK in Q4 2023 and held it in 10 quarters. The position peaked at $14K in Q1 2025. 288 funds tracked by Wall St. Rank hold IYK as of Q2 2026.

NBT Bank reported no remaining iShares US Consumer Staples ETF position as of Q2 2026 after selling out during the quarter.
NBT Bank sold 195 iShares US Consumer Staples ETF shares in Q2 2026, an estimated $13.7K.
NBT Bank first reported a position in iShares US Consumer Staples ETF in Q4 2023 and held it in 10 quarters.
NBT Bank's iShares US Consumer Staples ETF position peaked at $14K in Q1 2025.
288 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q2 2026.

Based on NBT Bank's 13F filing for Q2 2026, filed 29 Jul 2026.