BC
IAT icon

Bartlett & Co’s iShares US Regional Banks ETF IAT Stock Holding History

Bartlett & Co’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
Q4 		$28K Buy
+663
New +$23.8K ﹤0.01% 808
2023
Q1 		– Sell
-380
Closed -$18K – 1060
2022
Q4 		$18K Hold
380
– – ﹤0.01% 732
2022
Q3 		$18K Hold
380
– – ﹤0.01% 723
2022
Q2 		$19K Hold
380
– – ﹤0.01% 747
2022
Q1 		$22K Buy
+380
New +$24.1K ﹤0.01% 721

Other funds holding IAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bartlett & Co's IAT Position: Q4 2023 in Review

Bartlett & Co opened a new position in iShares US Regional Banks ETF (IAT) in Q4 2023: 663 shares worth $28K. The stake represents ﹤0.01% of the portfolio and ranks #808 among its holdings. This is a return to the name: Bartlett & Co previously reported a position in IAT as recently as Q4 2022.

Bartlett & Co first reported a position in IAT in Q1 2022 and has held it in 5 quarters since. 183 funds tracked by Wall St. Rank hold IAT as of Q4 2023.

  • Bartlett & Co held 663 shares of iShares US Regional Banks ETF worth $28K as of Q4 2023.
  • iShares US Regional Banks ETF was a new Bartlett & Co position in Q4 2023.
  • iShares US Regional Banks ETF made up ﹤0.01% of Bartlett & Co's portfolio in Q4 2023, its #808 holding.
  • Bartlett & Co first reported a position in iShares US Regional Banks ETF in Q1 2022 and has held it in 5 quarters since.
  • 183 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2023.

Based on Bartlett & Co's 13F filing for Q4 2023, filed 8 Jan 2024.