Baird Financial Group’s iShares US Regional Banks ETF IAT Stock Holding History

Baird Financial Group’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
2024 Q2	–	Sell	-24,971	Closed	-$1.08M	–	1795
2024 Q1	$1.08M	Sell	24,971 -6,200	-20%	-$254K	﹤0.01%	1143
2023 Q4	$1.3M	Sell	31,171 -9,501	-23%	-$341K	﹤0.01%	1054
2023 Q3	$1.37M	Buy	40,672 +18,211	+81%	+$655K	﹤0.01%	1029
2023 Q2	$760K	Buy	+22,461	New	+$755K	﹤0.01%	1206
2022 Q2	–	Sell	-6,198	Closed	-$365K	–	1813
2022 Q1	$365K	Buy	6,198 +2,263	+58%	+$143K	﹤0.01%	1550
2021 Q4	$243K	Buy	+3,935	New	+$249K	﹤0.01%	1758

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Baird Financial Group's IAT Position: Q2 2024 in Review

Baird Financial Group sold out of iShares US Regional Banks ETF (IAT) in Q2 2024, closing a stake of 24,971 shares — an estimated $1.08M sold.

Baird Financial Group first reported a position in IAT in Q4 2021 and held it in 6 quarters. The position peaked at $1.37M in Q3 2023. 149 funds tracked by Wall St. Rank hold IAT as of Q2 2024.

Baird Financial Group reported no remaining iShares US Regional Banks ETF position as of Q2 2024 after selling out during the quarter.
Baird Financial Group sold 24,971 iShares US Regional Banks ETF shares in Q2 2024, an estimated $1.08M.
Baird Financial Group first reported a position in iShares US Regional Banks ETF in Q4 2021 and held it in 6 quarters.
Baird Financial Group's iShares US Regional Banks ETF position peaked at $1.37M in Q3 2023.
149 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2024.

Based on Baird Financial Group's 13F filing for Q2 2024, filed 14 Aug 2024.