Baird Financial Group’s iShares US Regional Banks ETF IAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-24,971
| Closed | -$1.08M | – | 1795 |
|
|
2024
Q1 | $1.08M | Sell |
24,971
-6,200
| -20% | -$269K | ﹤0.01% | 1143 |
|
|
2023
Q4 | $1.3M | Sell |
31,171
-9,501
| -23% | -$398K | ﹤0.01% | 1054 |
|
|
2023
Q3 | $1.37M | Buy |
40,672
+18,211
| +81% | +$612K | ﹤0.01% | 1029 |
|
|
2023
Q2 | $760K | Buy |
+22,461
| New | +$760K | ﹤0.01% | 1206 |
|
|
2022
Q2 | – | Sell |
-6,198
| Closed | -$365K | – | 1813 |
|
|
2022
Q1 | $365K | Buy |
6,198
+2,263
| +58% | +$133K | ﹤0.01% | 1550 |
|
|
2021
Q4 | $243K | Buy |
+3,935
| New | +$243K | ﹤0.01% | 1758 |
|