BFS
IAT icon

Bare Financial Services’s iShares US Regional Banks ETF IAT Stock Holding History

Bare Financial Services’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 		$74.1K Hold
1,376
– – 0.02% 73
2025
Q4 		$75.9K Hold
1,376
– – 0.02% 73
2025
Q3 		$72.3K Sell
1,376
-7,382
-84% -$385K 0.02% 66
2025
Q2 		$434K Buy
8,758
+340
+4% +$15.5K 0.15% 32
2025
Q1 		$393K Sell
8,418
-210
-2% -$10.5K 0.15% 30
2024
Q4 		$435K Sell
8,628
-174
-2% -$8.99K 0.17% 30
2024
Q3 		$418K Sell
8,802
-110
-1% -$5.06K 0.17% 31
2024
Q2 		$429K Buy
8,912
+232
+3% +$9.6K 0.23% 29
2024
Q1 		$355K Buy
8,680
+5,654
+187% +$232K 0.34% 25
2023
Q4 		$127K Buy
+3,026
New +$109K 0.25% 32

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return