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

Beaird Harris 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
2024 Q3	–	Sell	-202	Closed	-$8.36K	–	614
2024 Q2	$8.36K	Buy	202 +2	+1%	+$83	﹤0.01%	393
2024 Q1	$8.67K	Buy	200 +1	+0.5%	+$41	﹤0.01%	336
2023 Q4	$8.31K	Buy	199 +6	+3%	+$215	﹤0.01%	339
2023 Q3	$6.5K	Hold	193	–	–	﹤0.01%	294
2023 Q2	$6.54K	Buy	193 +1	+0.5%	+$34	﹤0.01%	298
2023 Q1	$6.86K	Buy	192 +121	+170%	+$5.65K	﹤0.01%	295
2022 Q4	$3.37K	Buy	71 +1	+1%	+$49	﹤0.01%	489
2022 Q3	$3K	Buy	+70	New	+$3.64K	﹤0.01%	376
2022 Q2	–	Sell	-69	Closed	-$4K	–	501
2022 Q1	$4K	Hold	69	–	–	﹤0.01%	452
2021 Q4	$4K	Buy	+69	New	+$4.36K	﹤0.01%	496

Other funds holding IAT

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

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

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Beaird Harris Wealth Management's IAT Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of iShares US Regional Banks ETF (IAT) in Q3 2024, closing a stake of 202 shares — an estimated $8.36K sold.

Beaird Harris Wealth Management first reported a position in IAT in Q4 2021 and held it in 10 quarters. The position peaked at $8.67K in Q1 2024. 157 funds tracked by Wall St. Rank hold IAT as of Q3 2024.

Beaird Harris Wealth Management reported no remaining iShares US Regional Banks ETF position as of Q3 2024 after selling out during the quarter.
Beaird Harris Wealth Management sold 202 iShares US Regional Banks ETF shares in Q3 2024, an estimated $8.36K.
Beaird Harris Wealth Management first reported a position in iShares US Regional Banks ETF in Q4 2021 and held it in 10 quarters.
Beaird Harris Wealth Management's iShares US Regional Banks ETF position peaked at $8.67K in Q1 2024.
157 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.