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
2019
Q2 		– Sell
-1,000
Closed -$43K – 7063
2019
Q1 		$43K Sell
1,000
-100
-9% -$4.51K ﹤0.01% 5984
2018
Q4 		$44K Sell
1,100
-500
-31% -$22.6K ﹤0.01% 5535
2018
Q3 		$78K Buy
1,600
+1,500
+1,500% +$76.7K ﹤0.01% 5770
2018
Q2 		$5K Buy
+100
New +$5.12K ﹤0.01% 6699
2018
Q1 		– Sell
-500
Closed -$25K – 7176
2017
Q4 		$25K Sell
500
-700
-58% -$33.6K ﹤0.01% 6173
2017
Q3 		$57K Buy
+1,200
New +$54.2K ﹤0.01% 5283
2016
Q1 		– Sell
-700
Closed -$24K – 6258
2015
Q4 		$24K Buy
+700
New +$24.7K ﹤0.01% 5134
2015
Q1 		– Sell
-700
Closed -$24K – 7150
2014
Q4 		$24K Sell
700
-100
-13% -$3.37K ﹤0.01% 6210
2014
Q3 		$26K Sell
800
-1,300
-62% -$43.7K ﹤0.01% 6319
2014
Q2 		$71K Sell
2,100
-500
-19% -$16.8K ﹤0.01% 5697
2014
Q1 		$88K Sell
2,600
-200
-7% -$6.69K ﹤0.01% 5554
2013
Q4 		$92K Buy
2,800
+2,100
+300% +$66.3K ﹤0.01% 5708
2013
Q3 		$20K Buy
+700
New +$21.4K ﹤0.01% 6530

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.