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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Augustine Asset Management's IAT Position: Q2 2026 in Review

Augustine Asset Management held its iShares US Regional Banks ETF (IAT) position steady in Q2 2026 at 20,000 shares worth $1.24M. The position accounts for 0.25% of the portfolio, ranked #46.

Augustine Asset Management first reported a position in IAT in Q1 2023 and has held it in 14 quarters since. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Augustine Asset Management held 20,000 shares of iShares US Regional Banks ETF worth $1.24M as of Q2 2026.
Augustine Asset Management left its iShares US Regional Banks ETF share count unchanged in Q2 2026.
iShares US Regional Banks ETF made up 0.25% of Augustine Asset Management's portfolio in Q2 2026, its #46 holding.
Augustine Asset Management first reported a position in iShares US Regional Banks ETF in Q1 2023 and has held it in 14 quarters since.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Augustine Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.