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Avail Investment Partners’s iShares US Regional Banks ETF IAT Stock Holding History

Avail Investment Partners’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 		$242K Sell
3,893
-291
-7% -$16.9K 0.19% 160
2026
Q1 		$225K Buy
+4,184
New +$237K 0.24% 110

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
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
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Avail Investment Partners's IAT Position: Q2 2026 in Review

Avail Investment Partners reduced its iShares US Regional Banks ETF (IAT) stake by 7% in Q2 2026, selling an estimated $16.9K and leaving 3,893 shares worth $242K. The position accounts for 0.19% of the portfolio, ranked #160.

Avail Investment Partners first reported a position in IAT in Q1 2026 and has held it in 2 quarters since. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

  • Avail Investment Partners held 3,893 shares of iShares US Regional Banks ETF worth $242K as of Q2 2026.
  • Avail Investment Partners sold 291 iShares US Regional Banks ETF shares in Q2 2026, an estimated $16.9K.
  • iShares US Regional Banks ETF made up 0.19% of Avail Investment Partners's portfolio in Q2 2026, its #160 holding.
  • Avail Investment Partners first reported a position in iShares US Regional Banks ETF in Q1 2026 and has held it in 2 quarters since.
  • 173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Avail Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.