Sage Capital Management’s iShares US Transportation ETF IYT Stock Holding History

Sage Capital Management’s Portfolio IYT Stock Details IYT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-3,158	Closed	-$226K	–	162
2025 Q3	$226K	Buy	3,158 +9	+0.3%	+$635	0.1%	140
2025 Q2	$216K	Buy	3,149 +9	+0.3%	+$574	0.1%	140
2025 Q1	$201K	Buy	3,140 +10	+0.3%	+$689	0.11%	139
2024 Q4	$212K	Buy	3,130 +7	+0.2%	+$495	0.11%	134
2024 Q3	$215K	Buy	3,123 +9	+0.3%	+$593	0.1%	139
2024 Q2	$204K	Buy	3,114 +9	+0.3%	+$591	0.11%	138
2024 Q1	$219K	Buy	3,105 +5	+0.2%	+$338	0.12%	131
2023 Q4	$203K	Buy	+3,100	New	+$186K	0.12%	132

Other funds holding IYT

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $21.1B AUM 40.03% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

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

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

FFB

First Financial Bankshares Abilene, Texas $4.95B AUM 25.06% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sage Capital Management's IYT Position: Q4 2025 in Review

Sage Capital Management sold out of iShares US Transportation ETF (IYT) in Q4 2025, closing a stake of 3,158 shares — an estimated $226K sold.

Sage Capital Management first reported a position in IYT in Q4 2023 and held it in 8 quarters. The position peaked at $226K in Q3 2025. 185 funds tracked by Wall St. Rank hold IYT as of Q4 2025.

Sage Capital Management reported no remaining iShares US Transportation ETF position as of Q4 2025 after selling out during the quarter.
Sage Capital Management sold 3,158 iShares US Transportation ETF shares in Q4 2025, an estimated $226K.
Sage Capital Management first reported a position in iShares US Transportation ETF in Q4 2023 and held it in 8 quarters.
Sage Capital Management's iShares US Transportation ETF position peaked at $226K in Q3 2025.
185 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q4 2025.

Based on Sage Capital Management's 13F filing for Q4 2025, filed 15 Jan 2026.