Aveo Capital Partners’s iShares US Regional Banks ETF IAT Stock Holding History

Aveo Capital 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
2025 Q1	–	Sell	-7,908	Closed	-$398K	–	242
2024 Q4	$398K	Buy	7,908 +876	+12%	+$45.3K	0.04%	239
2024 Q3	$334K	Sell	7,032 -173	-2%	-$7.96K	0.04%	264
2024 Q2	$299K	Sell	7,205 -2,024	-22%	-$83.7K	0.03%	260
2024 Q1	$390K	Sell	9,229 -32,964	-78%	-$1.35M	0.04%	259
2023 Q4	$1.77M	Buy	42,193 +8,496	+25%	+$305K	0.21%	96
2023 Q3	$1.13M	Sell	33,697 -1,600	-5%	-$57.6K	0.15%	118
2023 Q2	$1.19M	Buy	35,297 +22,237	+170%	+$747K	0.15%	116
2023 Q1	$467K	Buy	+13,060	New	+$610K	0.06%	201

Other funds holding IAT

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

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

EPFB

Employees Provident Fund Board Shah Alam, Malaysia $13.2B AUM 29.65% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

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

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

Aveo Capital Partners's IAT Position: Q1 2025 in Review

Aveo Capital Partners sold out of iShares US Regional Banks ETF (IAT) in Q1 2025, closing a stake of 7,908 shares — an estimated $398K sold.

Aveo Capital Partners first reported a position in IAT in Q1 2023 and held it in 8 quarters. The position peaked at $1.77M in Q4 2023. 185 funds tracked by Wall St. Rank hold IAT as of Q1 2025.

Aveo Capital Partners reported no remaining iShares US Regional Banks ETF position as of Q1 2025 after selling out during the quarter.
Aveo Capital Partners sold 7,908 iShares US Regional Banks ETF shares in Q1 2025, an estimated $398K.
Aveo Capital Partners first reported a position in iShares US Regional Banks ETF in Q1 2023 and held it in 8 quarters.
Aveo Capital Partners's iShares US Regional Banks ETF position peaked at $1.77M in Q4 2023.
185 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2025.

Based on Aveo Capital Partners's 13F filing for Q1 2025, filed 12 May 2025.