Barclays
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Barclays’s iShares US Regional Banks ETF IAT Stock Holding History

Barclays’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
2023
Q2 		– Sell
-8,000
Closed -$286K – 4772
2023
Q1 		$286K Buy
+8,000
New +$374K ﹤0.01% 3601
2021
Q4 		– Sell
-580
Closed -$35K – 4405
2021
Q3 		$35K Sell
580
-1,998
-78% -$115K ﹤0.01% 4213
2021
Q2 		$148K Buy
+2,578
New +$153K ﹤0.01% 3677
2019
Q2 		– Sell
-272
Closed -$12.4K – 7062
2019
Q1 		$12K Hold
272
– – ﹤0.01% 6510
2018
Q4 		$11K Sell
272
-1,000
-79% -$45.3K ﹤0.01% 6134
2018
Q3 		$62K Buy
1,272
+500
+65% +$25.6K ﹤0.01% 5930
2018
Q2 		$38K Buy
+772
New +$39.5K ﹤0.01% 5805
2017
Q4 		– Sell
-1,272
Closed -$61K – 6996
2017
Q3 		$60K Buy
1,272
+900
+242% +$40.7K ﹤0.01% 5248
2017
Q2 		$17K Buy
+372
New +$16.5K ﹤0.01% 5866
2017
Q1 		– Sell
-72
Closed -$3.32K – 6848
2016
Q4 		$3K Buy
+72
New +$2.91K ﹤0.01% 6257
2016
Q1 		– Sell
-72
Closed -$2.25K – 6257
2015
Q4 		$2K Buy
+72
New +$2.54K ﹤0.01% 5748
2015
Q2 		– Sell
-272
Closed -$9.75K – 7098
2015
Q1 		$9K Buy
+272
New +$9.26K ﹤0.01% 6268
2014
Q4 		– Sell
-372
Closed -$12.5K – 7411
2014
Q3 		$12K Sell
372
-600
-62% -$20.2K ﹤0.01% 6781
2014
Q2 		$33K Sell
972
-20,080
-95% -$676K ﹤0.01% 6213
2014
Q1 		$716K Buy
21,052
+19,730
+1,492% +$660K ﹤0.01% 3592
2013
Q4 		$44K Buy
1,322
+700
+113% +$22.1K ﹤0.01% 6262
2013
Q3 		$18K Buy
+622
New +$19K ﹤0.01% 6555

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Barclays's IAT Position: Q2 2023 in Review

Barclays sold out of iShares US Regional Banks ETF (IAT) in Q2 2023, closing a stake of 8,000 shares — an estimated $286K sold.

Barclays first reported a position in IAT in Q3 2013 and held it in 17 quarters. The position peaked at $716K in Q1 2014. 156 funds tracked by Wall St. Rank hold IAT as of Q2 2023.

  • Barclays reported no remaining iShares US Regional Banks ETF position as of Q2 2023 after selling out during the quarter.
  • Barclays sold 8,000 iShares US Regional Banks ETF shares in Q2 2023, an estimated $286K.
  • Barclays first reported a position in iShares US Regional Banks ETF in Q3 2013 and held it in 17 quarters.
  • Barclays's iShares US Regional Banks ETF position peaked at $716K in Q1 2014.
  • 156 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2023.

Based on Barclays's 13F filing for Q2 2023, filed 3 Aug 2023.