TA
IYK icon

TFB Advisors’s iShares US Consumer Staples ETF IYK Stock Holding History

TFB Advisors’s Portfolio IYK Stock Details IYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-11,633
Closed -$778K – 261
2025
Q4 		$778K Sell
11,633
-254
-2% -$17.2K 0.22% 109
2025
Q3 		$817K Buy
11,887
+1,731
+17% +$121K 0.24% 104
2025
Q2 		$716K Buy
10,156
+56
+0.6% +$3.94K 0.19% 128
2025
Q1 		$723K Buy
10,100
+1,615
+19% +$110K 0.21% 118
2024
Q4 		$557K Buy
8,485
+66
+0.8% +$4.53K 0.16% 144
2024
Q3 		$594K Buy
8,419
+150
+2% +$10.3K 0.18% 126
2024
Q2 		$544K Buy
8,269
+1,541
+23% +$102K 0.18% 124
2024
Q1 		$445K Buy
6,728
+245
+4% +$16K 0.16% 144
2023
Q4 		$414K Buy
+6,483
New +$403K 0.21% 97
2023
Q3 		– Sell
-6,387
Closed -$427K – 168
2023
Q2 		$427K Buy
+6,387
New +$429K 0.19% 131

Other funds holding IYK

DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
OCA
OpenArc Corporate Advisory Atlanta, Georgia $6.98B AUM
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

TFB Advisors's IYK Position: Q1 2026 in Review

TFB Advisors sold out of iShares US Consumer Staples ETF (IYK) in Q1 2026, closing a stake of 11,633 shares — an estimated $778K sold.

TFB Advisors first reported a position in IYK in Q2 2023 and held it in 10 quarters. The position peaked at $817K in Q3 2025. 290 funds tracked by Wall St. Rank hold IYK as of Q1 2026.

  • TFB Advisors reported no remaining iShares US Consumer Staples ETF position as of Q1 2026 after selling out during the quarter.
  • TFB Advisors sold 11,633 iShares US Consumer Staples ETF shares in Q1 2026, an estimated $778K.
  • TFB Advisors first reported a position in iShares US Consumer Staples ETF in Q2 2023 and held it in 10 quarters.
  • TFB Advisors's iShares US Consumer Staples ETF position peaked at $817K in Q3 2025.
  • 290 funds tracked by Wall St. Rank held iShares US Consumer Staples ETF as of Q1 2026.

Based on TFB Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.