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 Q3	$1.14M	Hold	20,000	–	–	0.25%	53
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

Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CCA

Cadent Capital Advisors Tulsa, Oklahoma $466M AUM 30.56% 1-Year Est. Return

FSBI

Fearless Solutions (Best Invest) San Antonio, Texas $197M AUM 23.54% 1-Year Est. Return

AWA

Asempa Wealth Advisors Baton Rouge, Louisiana $131M AUM 17.28% 1-Year Est. Return

Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return

GCA

Gallagher Capital Advisors Argyle, Texas $187M AUM 21.63% 1-Year Est. Return

Neville Rodie & Shaw New York $1.48B AUM 34.49% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

Breakwater Capital Group Paramus, New Jersey $844M AUM 15.36% 1-Year Est. Return

Augustine Asset Management's IAT Position: Q3 2026 in Review

Augustine Asset Management held its iShares US Regional Banks ETF (IAT) position steady in Q3 2026 at 20,000 shares worth $1.14M. The position accounts for 0.25% of the portfolio, ranked #53.

Augustine Asset Management first reported a position in IAT in Q1 2023 and has held it in 15 quarters since. The position peaked at $1.24M in Q2 2026. 26 funds tracked by Wall St. Rank hold IAT as of Q3 2026.

Augustine Asset Management held 20,000 shares of iShares US Regional Banks ETF worth $1.14M as of Q3 2026.
Augustine Asset Management left its iShares US Regional Banks ETF share count unchanged in Q3 2026.
iShares US Regional Banks ETF made up 0.25% of Augustine Asset Management's portfolio in Q3 2026, its #53 holding.
Augustine Asset Management first reported a position in iShares US Regional Banks ETF in Q1 2023 and has held it in 15 quarters since.
Augustine Asset Management's iShares US Regional Banks ETF position peaked at $1.24M in Q2 2026.
26 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2026.

Based on Augustine Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.