Sunbelt Securities’s iShares US Transportation ETF IYT Stock Holding History

Sunbelt Securities’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
2026 Q1	$13.1K	Buy	+176	New	+$13.7K	﹤0.01%	1425
2023 Q3	–	Sell	-8	Closed	-$500	–	1802
2023 Q2	$500	Hold	8	–	–	﹤0.01%	1583
2023 Q1	$447	Buy	+8	New	+$458	﹤0.01%	1555
2022 Q2	–	Sell	-5,944	Closed	-$408K	–	469
2022 Q1	$408K	Hold	5,944	–	–	0.07%	294
2021 Q4	$394K	Sell	5,944 -2,260	-28%	-$151K	0.06%	312
2021 Q3	$519K	Hold	8,204	–	–	0.09%	247
2021 Q2	$519K	Buy	8,204 +1,204	+17%	+$80.4K	0.09%	247
2021 Q1	$451K	Buy	7,000 +104	+2%	+$6.1K	0.09%	253
2020 Q4	$380K	Buy	6,896 +48	+0.7%	+$2.56K	0.08%	272
2020 Q3	$341K	Buy	+6,848	New	+$320K	0.09%	241

Other funds holding IYT

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

FFB

First Financial Bankshares Abilene, Texas $5.34B AUM 28.75% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Sunbelt Securities's IYT Position: Q1 2026 in Review

Sunbelt Securities opened a new position in iShares US Transportation ETF (IYT) in Q1 2026: 176 shares worth $13.1K. The stake represents ﹤0.01% of the portfolio and ranks #1425 among its holdings. This is a return to the name: Sunbelt Securities previously reported a position in IYT as recently as Q2 2023.

Sunbelt Securities first reported a position in IYT in Q3 2020 and has held it in 10 quarters since. The position peaked at $519K in Q3 2021. 189 funds tracked by Wall St. Rank hold IYT as of Q1 2026.

Sunbelt Securities held 176 shares of iShares US Transportation ETF worth $13.1K as of Q1 2026.
iShares US Transportation ETF was a new Sunbelt Securities position in Q1 2026.
iShares US Transportation ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1425 holding.
Sunbelt Securities first reported a position in iShares US Transportation ETF in Q3 2020 and has held it in 10 quarters since.
Sunbelt Securities's iShares US Transportation ETF position peaked at $519K in Q3 2021.
189 funds tracked by Wall St. Rank held iShares US Transportation ETF as of Q1 2026.

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