Barclays
IAT icon

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
2020
Q2 		– Sell
-300
Closed -$9K – 5853
2020
Q1 		$9K Buy
+300
New +$12.8K ﹤0.01% 5843
2019
Q4 		– Sell
-5,200
Closed -$242K – 6547
2019
Q3 		$242K Buy
5,200
+200
+4% +$9.1K ﹤0.01% 4832
2019
Q2 		$230K Buy
5,000
+4,500
+900% +$205K ﹤0.01% 4987
2019
Q1 		$22K Sell
500
-100
-17% -$4.51K ﹤0.01% 6319
2018
Q4 		$24K Buy
600
+500
+500% +$22.6K ﹤0.01% 5811
2018
Q3 		$5K Hold
100
– – ﹤0.01% 6781
2018
Q2 		$5K Sell
100
-2,100
-95% -$107K ﹤0.01% 6698
2018
Q1 		$111K Sell
2,200
-700
-24% -$36.6K ﹤0.01% 5309
2017
Q4 		$143K Buy
2,900
+2,100
+263% +$101K ﹤0.01% 4962
2017
Q3 		$38K Sell
800
-400
-33% -$18.1K ﹤0.01% 5499
2017
Q2 		$55K Buy
1,200
+400
+50% +$17.8K ﹤0.01% 5295
2017
Q1 		$36K Buy
+800
New +$36.9K ﹤0.01% 5513
2016
Q4 		– Sell
-2,900
Closed -$102K – 6705
2016
Q3 		$102K Sell
2,900
-400
-12% -$13.7K ﹤0.01% 4504
2016
Q2 		$107K Buy
3,300
+1,300
+65% +$43.3K ﹤0.01% 4356
2016
Q1 		$62K Buy
2,000
+900
+82% +$28.1K ﹤0.01% 4643
2015
Q4 		$37K Hold
1,100
– – ﹤0.01% 4957
2015
Q3 		$36K Sell
1,100
-100
-8% -$3.56K ﹤0.01% 5180
2015
Q2 		$43K Buy
1,200
+700
+140% +$25.1K ﹤0.01% 5249
2015
Q1 		$17K Buy
+500
New +$17K ﹤0.01% 5918
2014
Q4 		– Sell
-300
Closed -$10K – 7410
2014
Q3 		$10K Buy
+300
New +$10.1K ﹤0.01% 6878
2013
Q4 		– Sell
-1,000
Closed -$29K – 7597
2013
Q3 		$29K Sell
1,000
-1,000
-50% -$30.6K ﹤0.01% 6355
2013
Q2 		$59K Buy
+2,000
New +$55.2K ﹤0.01% 6194

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.