Advanced Asset Management Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

Advanced Asset Management Advisors’s Portfolio IAT Stock Details IAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-106	Closed	-$5.05K	–	155
2022 Q4	$5.05K	Buy	+106	New	+$5.2K	﹤0.01%	193
2020 Q4	–	Sell	-106	Closed	-$3K	–	100
2020 Q3	$3K	Hold	106	–	–	﹤0.01%	94
2020 Q2	$4K	Hold	106	–	–	﹤0.01%	94
2020 Q1	$3K	Hold	106	–	–	﹤0.01%	116
2019 Q4	$5K	Buy	+106	New	+$5.17K	﹤0.01%	120

Other funds holding IAT

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

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

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Advanced Asset Management Advisors's IAT Position: Q1 2023 in Review

Advanced Asset Management Advisors sold out of iShares US Regional Banks ETF (IAT) in Q1 2023, closing a stake of 106 shares — an estimated $5.05K sold.

Advanced Asset Management Advisors first reported a position in IAT in Q4 2019 and held it in 5 quarters. The position peaked at $5.05K in Q4 2022. 154 funds tracked by Wall St. Rank hold IAT as of Q1 2023.

Advanced Asset Management Advisors reported no remaining iShares US Regional Banks ETF position as of Q1 2023 after selling out during the quarter.
Advanced Asset Management Advisors sold 106 iShares US Regional Banks ETF shares in Q1 2023, an estimated $5.05K.
Advanced Asset Management Advisors first reported a position in iShares US Regional Banks ETF in Q4 2019 and held it in 5 quarters.
Advanced Asset Management Advisors's iShares US Regional Banks ETF position peaked at $5.05K in Q4 2022.
154 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2023.

Based on Advanced Asset Management Advisors's 13F filing for Q1 2023, filed 11 May 2023.