Bell Bank
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Bell Bank’s iShares US Regional Banks ETF IAT Stock Holding History

Bell Bank’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 		– Sell
-274,316
Closed -$9.22M – 177
2023
Q3 		$9.22M Sell
274,316
-9,583
-3% -$345K 1.01% 13
2023
Q2 		$9.6M Buy
283,899
+61,018
+27% +$2.05M 1.02% 10
2023
Q1 		$7.98M Buy
+222,881
New +$10.4M 0.84% 27

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US Bancorp
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Wells Fargo
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Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Barry Investment Advisors
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LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bell Bank's IAT Position: Q4 2023 in Review

Bell Bank sold out of iShares US Regional Banks ETF (IAT) in Q4 2023, closing a stake of 274,316 shares — an estimated $9.22M sold.

Bell Bank first reported a position in IAT in Q1 2023 and held it in 3 quarters. The position peaked at $9.6M in Q2 2023. 184 funds tracked by Wall St. Rank hold IAT as of Q4 2023.

  • Bell Bank reported no remaining iShares US Regional Banks ETF position as of Q4 2023 after selling out during the quarter.
  • Bell Bank sold 274,316 iShares US Regional Banks ETF shares in Q4 2023, an estimated $9.22M.
  • Bell Bank first reported a position in iShares US Regional Banks ETF in Q1 2023 and held it in 3 quarters.
  • Bell Bank's iShares US Regional Banks ETF position peaked at $9.6M in Q2 2023.
  • 184 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2023.

Based on Bell Bank's 13F filing for Q4 2023, filed 23 Jan 2024.