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

Bison Wealth’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
Q4 		$334K Buy
6,638
+12
+0.2% +$620 0.07% 211
2024
Q3 		$315K Sell
6,626
-1,168
-15% -$53.8K 0.05% 315
2024
Q2 		$338K Hold
7,794
– – 0.06% 308
2024
Q1 		$338K Buy
7,794
+1,783
+30% +$73.1K 0.05% 308
2023
Q4 		$252K Buy
+6,011
New +$216K 0.04% 347

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Bison Wealth's IAT Position: Q4 2024 in Review

Bison Wealth increased its iShares US Regional Banks ETF (IAT) stake by 0.18% in Q4 2024, buying an estimated $620 and bringing the position to 6,638 shares worth $334K. The position accounts for 0.07% of the portfolio, ranked #211.

Bison Wealth first reported a position in IAT in Q4 2023 and has held it in 5 quarters since. The position peaked at $338K in Q2 2024. 195 funds tracked by Wall St. Rank hold IAT as of Q4 2024.

  • Bison Wealth held 6,638 shares of iShares US Regional Banks ETF worth $334K as of Q4 2024.
  • Bison Wealth bought 12 iShares US Regional Banks ETF shares in Q4 2024, an estimated $620.
  • iShares US Regional Banks ETF made up 0.07% of Bison Wealth's portfolio in Q4 2024, its #211 holding.
  • Bison Wealth first reported a position in iShares US Regional Banks ETF in Q4 2023 and has held it in 5 quarters since.
  • Bison Wealth's iShares US Regional Banks ETF position peaked at $338K in Q2 2024.
  • 195 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2024.

Based on Bison Wealth's 13F filing for Q4 2024, filed 14 Feb 2025.