Bank of Montreal’s iShares US Regional Banks ETF IAT Stock Holding History

Bank of Montreal’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 Q1	$28.6K	Hold	532	–	–	﹤0.01%	3413
2025 Q4	$29.3K	Sell	532 -3,500	-87%	-$182K	﹤0.01%	3294
2025 Q3	$212K	Hold	4,032	–	–	﹤0.01%	2741
2025 Q2	$200K	Sell	4,032 -1,205	-23%	-$54.9K	﹤0.01%	2805
2025 Q1	$244K	Hold	5,237	–	–	﹤0.01%	2624
2024 Q4	$264K	Sell	5,237 -6,159	-54%	-$318K	﹤0.01%	2617
2024 Q3	$536K	Buy	11,396 +5,513	+94%	+$254K	﹤0.01%	2372
2024 Q2	$244K	Buy	5,883 +779	+15%	+$32.2K	﹤0.01%	2867
2024 Q1	$222K	Sell	5,104 -8,169	-62%	-$335K	﹤0.01%	2985
2023 Q4	$567K	Sell	13,273 -1,459	-10%	-$52.4K	﹤0.01%	2411
2023 Q3	$519K	Buy	14,732 +9,844	+201%	+$354K	﹤0.01%	2432
2023 Q2	$170K	Sell	4,888 -607	-11%	-$20.4K	﹤0.01%	3278
2023 Q1	$197K	Sell	5,495 -90	-2%	-$4.21K	﹤0.01%	3022
2022 Q4	$267K	Hold	5,585	–	–	﹤0.01%	2983
2022 Q3	$291	Hold	5,585	–	–	﹤0.01%	2949
2022 Q2	$284	Hold	5,585	–	–	﹤0.01%	3043
2022 Q1	$340K	Sell	5,585 -490	-8%	-$31K	﹤0.01%	3116
2021 Q4	$380K	Sell	6,075 -10,418	-63%	-$659K	﹤0.01%	2587
2021 Q3	$1.02M	Buy	16,493 +9,705	+143%	+$558K	﹤0.01%	2478
2021 Q2	$391K	Buy	6,788 +4,691	+224%	+$278K	﹤0.01%	2958
2021 Q1	$120K	Buy	2,097 +1,697	+424%	+$89.8K	﹤0.01%	3318
2020 Q4	$20K	Hold	400	–	–	﹤0.01%	4415
2020 Q3	$14K	Hold	400	–	–	﹤0.01%	3980
2020 Q2	$12K	Hold	400	–	–	﹤0.01%	4082
2020 Q1	$11K	Sell	400 -3,625	-90%	-$155K	﹤0.01%	3443
2019 Q4	$205K	Sell	4,025 -85	-2%	-$4.14K	﹤0.01%	3148
2019 Q3	$191K	Sell	4,110 -196	-5%	-$8.92K	﹤0.01%	2933
2019 Q2	$198K	Sell	4,306 -243	-5%	-$11.1K	﹤0.01%	2924
2019 Q1	$198K	Sell	4,549 -15,640	-77%	-$706K	﹤0.01%	2729
2018 Q4	$804K	Buy	20,189 +15,334	+316%	+$695K	﹤0.01%	1981
2018 Q3	$238K	Sell	4,855 -382	-7%	-$19.5K	﹤0.01%	2654
2018 Q2	$258K	Buy	5,237 +467	+10%	+$23.9K	﹤0.01%	2643
2018 Q1	$240K	Sell	4,770 -140	-3%	-$7.32K	﹤0.01%	2548
2017 Q4	$242K	Buy	4,910 +1,005	+26%	+$48.2K	﹤0.01%	2603
2017 Q3	$184K	Buy	3,905 +165	+4%	+$7.46K	﹤0.01%	2703
2017 Q2	$170K	Sell	3,740 -1,762	-32%	-$78.4K	﹤0.01%	2733
2017 Q1	$247K	Buy	5,502 +1,779	+48%	+$82.1K	﹤0.01%	2362
2016 Q4	$160K	Buy	3,723 +658	+21%	+$26.6K	﹤0.01%	2592
2016 Q3	$108K	Sell	3,065 -290	-9%	-$9.94K	﹤0.01%	2734
2016 Q2	$108K	Buy	3,355 +660	+24%	+$22K	﹤0.01%	2766
2016 Q1	$86K	Sell	2,695 -356	-12%	-$11.1K	﹤0.01%	2859
2015 Q4	$107K	Buy	3,051 +736	+32%	+$26K	﹤0.01%	2749
2015 Q3	$78K	Sell	2,315 -445	-16%	-$15.8K	﹤0.01%	2735
2015 Q2	$101K	Sell	2,760 -1,028	-27%	-$36.9K	﹤0.01%	2744
2015 Q1	$132K	Buy	3,788 +2,760	+268%	+$93.9K	﹤0.01%	2520
2014 Q4	$36K	Hold	1,028	–	–	﹤0.01%	3156
2014 Q3	$34K	Sell	1,028 -500	-33%	-$16.8K	﹤0.01%	3275
2014 Q2	$53K	Buy	+1,528	New	+$51.5K	﹤0.01%	3176

Other funds holding IAT

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

GHA

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Bank of Montreal's IAT Position: Q1 2026 in Review

Bank of Montreal held its iShares US Regional Banks ETF (IAT) position steady in Q1 2026 at 532 shares worth $28.6K. The position accounts for ﹤0.01% of the portfolio, ranked #3413.

Bank of Montreal first reported a position in IAT in Q2 2014 and has held it in 48 quarters since. The position peaked at $1.02M in Q3 2021. 166 funds tracked by Wall St. Rank hold IAT as of Q1 2026.

Bank of Montreal held 532 shares of iShares US Regional Banks ETF worth $28.6K as of Q1 2026.
Bank of Montreal left its iShares US Regional Banks ETF share count unchanged in Q1 2026.
iShares US Regional Banks ETF made up ﹤0.01% of Bank of Montreal's portfolio in Q1 2026, its #3413 holding.
Bank of Montreal first reported a position in iShares US Regional Banks ETF in Q2 2014 and has held it in 48 quarters since.
Bank of Montreal's iShares US Regional Banks ETF position peaked at $1.02M in Q3 2021.
166 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2026.

Based on Bank of Montreal's 13F filing for Q1 2026, filed 13 May 2026.