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 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 $11.5B AUM 15.23% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

OCA

OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM

SWP

Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

NBT Bank's IYK Position: Q1 2026 in Review

NBT Bank increased its iShares US Consumer Staples ETF (IYK) stake by 191% in Q1 2026, buying an estimated $9.2K and bringing the position to 195 shares worth $13.7K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

NBT Bank first reported a position in IYK in Q4 2023 and has held it in 10 quarters since. The position peaked at $14K in Q1 2025. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

NBT Bank held 195 shares of iShares US Consumer Staples ETF worth $13.7K as of Q1 2026.
NBT Bank bought 128 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $9.2K.
iShares US Consumer Staples ETF made up ﹤0.01% of NBT Bank's portfolio in Q1 2026, its #644 holding.
NBT Bank first reported a position in iShares US Consumer Staples ETF in Q4 2023 and has held it in 10 quarters since.
NBT Bank's iShares US Consumer Staples ETF position peaked at $14K in Q1 2025.
290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

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