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 Q2	$85.6K	Hold	1,376	–	–	0.02%	79
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 Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GHA

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bare Financial Services's IAT Position: Q2 2026 in Review

Bare Financial Services held its iShares US Regional Banks ETF (IAT) position steady in Q2 2026 at 1,376 shares worth $85.6K. The position accounts for 0.02% of the portfolio, ranked #79.

Bare Financial Services first reported a position in IAT in Q4 2023 and has held it in 11 quarters since. The position peaked at $435K in Q4 2024. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Bare Financial Services held 1,376 shares of iShares US Regional Banks ETF worth $85.6K as of Q2 2026.
Bare Financial Services left its iShares US Regional Banks ETF share count unchanged in Q2 2026.
iShares US Regional Banks ETF made up 0.02% of Bare Financial Services's portfolio in Q2 2026, its #79 holding.
Bare Financial Services first reported a position in iShares US Regional Banks ETF in Q4 2023 and has held it in 11 quarters since.
Bare Financial Services's iShares US Regional Banks ETF position peaked at $435K in Q4 2024.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.