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bLong Financial’s iShares US Regional Banks ETF IAT Stock Holding History

bLong Financial’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
2025
Q1 		– Sell
-33,127
Closed -$1.67M – 79
2024
Q4 		$1.67M Buy
+33,127
New +$1.71M 1.37% 15

Other funds holding IAT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EPFB
Employees Provident Fund Board Shah Alam, Malaysia $17.4B AUM 49.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

bLong Financial's IAT Position: Q1 2025 in Review

bLong Financial sold out of iShares US Regional Banks ETF (IAT) in Q1 2025, closing a stake of 33,127 shares — an estimated $1.67M sold.

bLong Financial first reported a position in IAT in Q4 2024 and held it in 1 quarter. The position peaked at $1.67M in Q4 2024. 185 funds tracked by Wall St. Rank hold IAT as of Q1 2025.

  • bLong Financial reported no remaining iShares US Regional Banks ETF position as of Q1 2025 after selling out during the quarter.
  • bLong Financial sold 33,127 iShares US Regional Banks ETF shares in Q1 2025, an estimated $1.67M.
  • bLong Financial first reported a position in iShares US Regional Banks ETF in Q4 2024 and held it in 1 quarter.
  • bLong Financial's iShares US Regional Banks ETF position peaked at $1.67M in Q4 2024.
  • 185 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2025.

Based on bLong Financial's 13F filing for Q1 2025, filed 14 May 2025.