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

Augustine Asset Management’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
2026 Q2	$1.24M	Hold	20,000	–	–	0.25%	46
2026 Q1	$1.08M	Hold	20,000	–	–	0.24%	52
2025 Q4	$1.1M	Hold	20,000	–	–	0.22%	50
2025 Q3	$1.05M	Hold	20,000	–	–	0.21%	51
2025 Q2	$991K	Hold	20,000	–	–	0.27%	52
2025 Q1	$933K	Hold	20,000	–	–	0.27%	52
2024 Q4	$1.01M	Hold	20,000	–	–	0.26%	51
2024 Q3	$951K	Hold	20,000	–	–	0.33%	45
2024 Q2	$829K	Hold	20,000	–	–	0.32%	47
2024 Q1	$868K	Hold	20,000	–	–	0.36%	41
2023 Q4	$837K	Hold	20,000	–	–	0.37%	39
2023 Q3	$672K	Hold	20,000	–	–	0.31%	46
2023 Q2	$677K	Hold	20,000	–	–	0.31%	45
2023 Q1	$716K	Buy	+20,000	New	+$935K	0.35%	42

Other funds holding IAT

Cadent Capital Advisors Tulsa, Oklahoma $482M AUM 45.96% 1-Year Est. Return

Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM

Neville Rodie & Shaw New York $1.55B AUM 46.95% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $833M AUM 22.71% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Finley Financial Las Vegas, Nevada $248M AUM 29.69% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Toth Financial Advisory Leesburg, Virginia $1.02B AUM 28.36% 1-Year Est. Return