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Bellevue Asset Management’s iShares US Regional Banks ETF IAT Stock Holding History

Bellevue Asset 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
Q2 		– Sell
-103
Closed -$4.49K – 468
2024
Q1 		$4.49K Buy
103
+1
+1% +$41 ﹤0.01% 321
2023
Q4 		$4.3K Buy
102
+2
+2% +$72 ﹤0.01% 318
2023
Q3 		$3.36K Sell
100
-250
-71% -$9K ﹤0.01% 331
2023
Q2 		$11.8K Hold
350
– – 0.01% 257
2023
Q1 		$12.5K Buy
+350
New +$16.4K 0.01% 257

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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bellevue Asset Management's IAT Position: Q2 2024 in Review

Bellevue Asset Management sold out of iShares US Regional Banks ETF (IAT) in Q2 2024, closing a stake of 103 shares — an estimated $4.49K sold.

Bellevue Asset Management first reported a position in IAT in Q1 2023 and held it in 5 quarters. The position peaked at $12.5K in Q1 2023. 149 funds tracked by Wall St. Rank hold IAT as of Q2 2024.

  • Bellevue Asset Management reported no remaining iShares US Regional Banks ETF position as of Q2 2024 after selling out during the quarter.
  • Bellevue Asset Management sold 103 iShares US Regional Banks ETF shares in Q2 2024, an estimated $4.49K.
  • Bellevue Asset Management first reported a position in iShares US Regional Banks ETF in Q1 2023 and held it in 5 quarters.
  • Bellevue Asset Management's iShares US Regional Banks ETF position peaked at $12.5K in Q1 2023.
  • 149 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2024.

Based on Bellevue Asset Management's 13F filing for Q2 2024, filed 31 Jul 2024.