Baystate Wealth Management’s iShares US Regional Banks ETF IAT Stock Holding History

Baystate Wealth Management’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	$15.4K	Buy	+368	New	+$13.2K	﹤0.01%	622

Other funds holding IAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baystate Wealth Management's IAT Position: Q4 2023 in Review

Baystate Wealth Management opened a new position in iShares US Regional Banks ETF (IAT) in Q4 2023: 368 shares worth $15.4K. The stake represents ﹤0.01% of the portfolio and ranks #622 among its holdings.

183 funds tracked by Wall St. Rank hold IAT as of Q4 2023.

Baystate Wealth Management held 368 shares of iShares US Regional Banks ETF worth $15.4K as of Q4 2023.
iShares US Regional Banks ETF was a new Baystate Wealth Management position in Q4 2023.
iShares US Regional Banks ETF made up ﹤0.01% of Baystate Wealth Management's portfolio in Q4 2023, its #622 holding.
183 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2023.

Based on Baystate Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.