Bessemer Group’s iShares US Regional Banks ETF IAT Stock Holding History

Bessemer Group’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 Q1	–	Sell	-806	Closed	-$38K	–	1973
2022 Q4	$38K	Buy	+806	New	+$39.6K	﹤0.01%	1196
2021 Q4	–	Sell	-200	Closed	-$12K	–	1912
2021 Q3	$12K	Buy	+200	New	+$11.5K	﹤0.01%	1334
2018 Q4	–	Sell	-464	Closed	-$23K	–	1996
2018 Q3	$23K	Hold	464	–	–	﹤0.01%	1429
2018 Q2	$23K	Hold	464	–	–	﹤0.01%	1374
2018 Q1	$23K	Hold	464	–	–	﹤0.01%	1374
2017 Q4	$23K	Hold	464	–	–	﹤0.01%	1403
2017 Q3	$22K	Hold	464	–	–	﹤0.01%	1471
2017 Q2	$21K	Buy	+464	New	+$20.6K	﹤0.01%	1470

Other funds holding IAT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Bessemer Group's IAT Position: Q1 2023 in Review

Bessemer Group sold out of iShares US Regional Banks ETF (IAT) in Q1 2023, closing a stake of 806 shares — an estimated $38K sold.

Bessemer Group first reported a position in IAT in Q2 2017 and held it in 8 quarters. The position peaked at $38K in Q4 2022. 154 funds tracked by Wall St. Rank hold IAT as of Q1 2023.

Bessemer Group reported no remaining iShares US Regional Banks ETF position as of Q1 2023 after selling out during the quarter.
Bessemer Group sold 806 iShares US Regional Banks ETF shares in Q1 2023, an estimated $38K.
Bessemer Group first reported a position in iShares US Regional Banks ETF in Q2 2017 and held it in 8 quarters.
Bessemer Group's iShares US Regional Banks ETF position peaked at $38K in Q4 2022.
154 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2023.

Based on Bessemer Group's 13F filing for Q1 2023, filed 10 May 2023.