NBT Bank’s iShares US Telecommunications ETF IYZ Stock Holding History

NBT Bank’s Portfolio IYZ Stock Details IYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.47M	Sell	37,367 -3	-0%	-$112	0.1%	168
2025 Q4	$1.27M	Sell	37,370 -130	-0.3%	-$4.26K	0.08%	187
2025 Q3	$1.21M	Sell	37,500 -6	-0%	-$185	0.08%	188
2025 Q2	$1.12M	Sell	37,506 -661	-2%	-$18.2K	0.08%	199
2025 Q1	$1.05M	Sell	38,167 -176	-0.5%	-$4.86K	0.08%	202
2024 Q4	$1.03M	Sell	38,343 -258	-0.7%	-$6.89K	0.07%	208
2024 Q3	$975K	Buy	38,601 +75	+0.2%	+$1.73K	0.07%	213
2024 Q2	$837K	Sell	38,526 -363	-0.9%	-$7.69K	0.06%	227
2024 Q1	$855K	Sell	38,889 -3,343	-8%	-$75K	0.06%	215
2023 Q4	$961K	Sell	42,232 -4,609	-10%	-$98.8K	0.08%	202
2023 Q3	$998K	Sell	46,841 -5,230	-10%	-$116K	0.1%	166
2023 Q2	$1.15M	Sell	52,071 -2,488	-5%	-$54.4K	0.16%	126
2023 Q1	$1.26M	Buy	54,559 +301	+0.6%	+$7.02K	0.18%	120
2022 Q4	$1.22M	Buy	54,258 +5,721	+12%	+$128K	0.18%	121
2022 Q3	$1.01M	Buy	48,537 +103	+0.2%	+$2.57K	0.17%	120
2022 Q2	$1.22M	Sell	48,434 -1,215	-2%	-$32.8K	0.19%	117
2022 Q1	$1.48M	Sell	49,649 -575	-1%	-$17.6K	0.2%	114
2021 Q4	$1.65M	Buy	50,224 +513	+1%	+$16.5K	0.21%	107
2021 Q3	$1.61M	Sell	49,711 -281	-0.6%	-$9.47K	0.22%	108
2021 Q2	$1.66M	Sell	49,992 -581	-1%	-$19.3K	0.23%	109
2021 Q1	$1.64M	Sell	50,573 -385	-0.8%	-$12.2K	0.24%	106
2020 Q4	$1.54M	Buy	50,958 +7,796	+18%	+$225K	0.23%	108
2020 Q3	$1.17M	Sell	43,162 -1,535	-3%	-$43.5K	0.2%	113
2020 Q2	$1.23M	Sell	44,697 -1,351	-3%	-$36.7K	0.22%	106
2020 Q1	$1.14M	Buy	46,048 +287	+0.6%	+$8.18K	0.23%	102
2019 Q4	$1.37M	Buy	45,761 +402	+0.9%	+$11.8K	0.22%	111
2019 Q3	$1.32M	Sell	45,359 -2,207	-5%	-$64.7K	0.23%	108
2019 Q2	$1.4M	Buy	47,566 +358	+0.8%	+$10.7K	0.25%	99
2019 Q1	$1.4M	Sell	47,208 -840	-2%	-$24K	0.26%	96
2018 Q4	$1.27M	Buy	48,048 +2,075	+5%	+$58.1K	0.2%	100
2018 Q3	$1.37M	Sell	45,973 -707	-2%	-$20.4K	0.22%	102
2018 Q2	$1.29M	Sell	46,680 -2,191	-4%	-$60.1K	0.23%	99
2018 Q1	$1.32M	Buy	48,871 +950	+2%	+$27K	0.22%	101
2017 Q4	$1.41M	Buy	47,921 +369	+0.8%	+$10.9K	0.22%	103
2017 Q3	$1.45M	Buy	47,552 +739	+2%	+$23.2K	0.23%	102
2017 Q2	$1.51M	Buy	46,813 +8,203	+21%	+$272K	0.25%	99
2017 Q1	$1.25M	Buy	38,610 +5,509	+17%	+$187K	0.21%	105
2016 Q4	$1.14M	Sell	33,101 -1,067	-3%	-$34.3K	0.2%	107
2016 Q3	$1.1M	Sell	34,168 -569	-2%	-$18.8K	0.19%	110
2016 Q2	$1.16M	Sell	34,737 -2,284	-6%	-$71.5K	0.2%	109
2016 Q1	$1.14M	Sell	37,021 -113	-0.3%	-$3.2K	0.2%	110
2015 Q4	$1.07M	Buy	37,134 +314	+0.9%	+$9.14K	0.19%	112
2015 Q3	$994K	Sell	36,820 -13,994	-28%	-$400K	0.19%	112
2015 Q2	$1.49M	Sell	50,814 -1,717	-3%	-$52.3K	0.24%	104
2015 Q1	$1.59M	Buy	52,531 +1,325	+3%	+$39.8K	0.25%	101
2014 Q4	$1.5M	Buy	51,206 +1,432	+3%	+$42.4K	0.23%	101
2014 Q3	$1.49M	Sell	49,774 -1,137	-2%	-$34.6K	0.24%	104
2014 Q2	$1.54M	Buy	50,911 +3,853	+8%	+$114K	0.23%	103
2014 Q1	$1.41M	Sell	47,058 -1,798	-4%	-$52.5K	0.2%	106
2013 Q4	$1.45M	Sell	48,856 -14,497	-23%	-$415K	0.21%	105
2013 Q3	$1.75M	Sell	63,353 -11,955	-16%	-$329K	0.26%	98
2013 Q2	$1.95M	Buy	+75,308	New	+$1.97M	0.29%	93

Other funds holding IYZ

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PRS

Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.1B AUM 30.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

ZIG

Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

IAA

Independent Advisor Alliance Charlotte, North Carolina $9.32B AUM 33.19% 1-Year Est. Return

NBT Bank's IYZ Position: Q1 2026 in Review

NBT Bank reduced its iShares US Telecommunications ETF (IYZ) stake by 0.01% in Q1 2026, selling an estimated $112 and leaving 37,367 shares worth $1.47M. The position accounts for 0.1% of the portfolio, ranked #168.

NBT Bank first reported a position in IYZ in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.95M in Q2 2013. 173 funds tracked by Wall St. Rank hold IYZ as of Q1 2026.

NBT Bank held 37,367 shares of iShares US Telecommunications ETF worth $1.47M as of Q1 2026.
NBT Bank sold 3 iShares US Telecommunications ETF shares in Q1 2026, an estimated $112.
iShares US Telecommunications ETF made up 0.1% of NBT Bank's portfolio in Q1 2026, its #168 holding.
NBT Bank first reported a position in iShares US Telecommunications ETF in Q2 2013 and has held it in 52 quarters since.
NBT Bank's iShares US Telecommunications ETF position peaked at $1.95M in Q2 2013.
173 funds tracked by Wall St. Rank held iShares US Telecommunications ETF as of Q1 2026.

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