Apeiron RIA’s iShares US Regional Banks ETF IAT Stock Holding History

Apeiron RIA’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
2025 Q2	–	Sell	-11,604	Closed	-$541K	–	209
2025 Q1	$541K	Sell	11,604 -299	-3%	-$15K	0.16%	117
2024 Q4	$599K	Buy	+11,903	New	+$615K	0.17%	109
2023 Q1	–	Sell	-7,520	Closed	-$358K	–	201
2022 Q4	$358K	Hold	7,520	–	–	0.14%	114
2022 Q3	$359K	Buy	+7,520	New	+$391K	0.17%	102
2022 Q2	–	Sell	-10,369	Closed	-$582K	–	167
2022 Q1	$582K	Buy	10,369 +403	+4%	+$25.5K	0.28%	72
2021 Q4	$616K	Buy	+9,966	New	+$630K	0.25%	78

Other funds holding IAT

EPFB

Employees Provident Fund Board Shah Alam, Malaysia $13.2B AUM 29.65% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Apeiron RIA's IAT Position: Q2 2025 in Review

Apeiron RIA sold out of iShares US Regional Banks ETF (IAT) in Q2 2025, closing a stake of 11,604 shares — an estimated $541K sold.

Apeiron RIA first reported a position in IAT in Q4 2021 and held it in 6 quarters. The position peaked at $616K in Q4 2021. 166 funds tracked by Wall St. Rank hold IAT as of Q2 2025.

Apeiron RIA reported no remaining iShares US Regional Banks ETF position as of Q2 2025 after selling out during the quarter.
Apeiron RIA sold 11,604 iShares US Regional Banks ETF shares in Q2 2025, an estimated $541K.
Apeiron RIA first reported a position in iShares US Regional Banks ETF in Q4 2021 and held it in 6 quarters.
Apeiron RIA's iShares US Regional Banks ETF position peaked at $616K in Q4 2021.
166 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2025.

Based on Apeiron RIA's 13F filing for Q2 2025, filed 7 Aug 2025.