Sound Income Strategies’s iShares US Transportation ETF IYT Stock Holding History

Sound Income Strategies’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 Q3	–	Sell	-9	Closed	-$617	–	1771
2025 Q2	$617	Sell	9 -20	-69%	-$1.28K	﹤0.01%	1431
2025 Q1	$1.86K	Hold	29	–	–	﹤0.01%	1250
2024 Q4	$1.96K	Buy	+29	New	+$2.05K	﹤0.01%	1170
2024 Q1	–	Sell	-72	Closed	-$4.72K	–	1399
2023 Q4	$4.72K	Buy	+72	New	+$4.31K	﹤0.01%	907
2023 Q3	–	Sell	-20	Closed	-$1.25K	–	1201
2023 Q2	$1.25K	Buy	+20	New	+$1.15K	﹤0.01%	944

Other funds holding IYT

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

FFB

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

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Healthcare of Ontario Pension Plan (HOOPP) Trust Fund Toronto, Ontario, Canada $62.2B AUM 31.35% 1-Year Est. Return

Sound Income Strategies's IYT Position: Q3 2025 in Review

Sound Income Strategies sold out of iShares US Transportation ETF (IYT) in Q3 2025, closing a stake of 9 shares — an estimated $617 sold.

Sound Income Strategies first reported a position in IYT in Q2 2023 and held it in 5 quarters. The position peaked at $4.72K in Q4 2023. 166 funds tracked by Wall St. Rank hold IYT as of Q3 2025.

Sound Income Strategies reported no remaining iShares US Transportation ETF position as of Q3 2025 after selling out during the quarter.
Sound Income Strategies sold 9 iShares US Transportation ETF shares in Q3 2025, an estimated $617.
Sound Income Strategies first reported a position in iShares US Transportation ETF in Q2 2023 and held it in 5 quarters.
Sound Income Strategies's iShares US Transportation ETF position peaked at $4.72K in Q4 2023.
166 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q3 2025.

Based on Sound Income Strategies's 13F filing for Q3 2025, filed 10 Oct 2025.