Sunbelt Securities’s iShares Energy Storage & Materials ETF IBAT Stock Holding History

Sunbelt Securities’s Portfolio IBAT Stock Details IBAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$107K	Sell	3,131 -34	-1%	-$1.13K	0.01%	816
2025 Q4	$90.8K	Sell	3,165 -3,232	-51%	-$97.1K	0.01%	854
2025 Q3	$181K	Sell	6,397 -1,728	-21%	-$43.1K	0.01%	678
2025 Q2	$179K	Buy	8,125 +333	+4%	+$6.93K	0.02%	616
2025 Q1	$165K	Sell	7,792 -333	-4%	-$7.41K	0.01%	614
2024 Q4	$180K	Buy	+8,125	New	+$193K	0.02%	618

Other funds holding IBAT

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

MFPI

Midwest Financial Partners Investments St. Cloud, Minnesota $241M AUM

GCC

Guardian Capital (Canada) Toronto, Ontario, Canada $3.78B AUM 33.04% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Advisory Alpha Holland, Michigan $4.08B AUM 20.62% 1-Year Est. Return

LVW Advisors Pittsford, New York $1.16B AUM 26.37% 1-Year Est. Return

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

Sunbelt Securities's IBAT Position: Q1 2026 in Review

Sunbelt Securities reduced its iShares Energy Storage & Materials ETF (IBAT) stake by 1.1% in Q1 2026, selling an estimated $1.13K and leaving 3,131 shares worth $107K. The position accounts for 0.01% of the portfolio, ranked #816.

Sunbelt Securities first reported a position in IBAT in Q4 2024 and has held it in 6 quarters since. The position peaked at $181K in Q3 2025. 20 funds tracked by Wall St. Rank hold IBAT as of Q1 2026.

Sunbelt Securities held 3,131 shares of iShares Energy Storage & Materials ETF worth $107K as of Q1 2026.
Sunbelt Securities sold 34 iShares Energy Storage & Materials ETF shares in Q1 2026, an estimated $1.13K.
iShares Energy Storage & Materials ETF made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #816 holding.
Sunbelt Securities first reported a position in iShares Energy Storage & Materials ETF in Q4 2024 and has held it in 6 quarters since.
Sunbelt Securities's iShares Energy Storage & Materials ETF position peaked at $181K in Q3 2025.
20 funds tracked by Wall St. Rank held iShares Energy Storage & Materials ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.