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Blue Bell Private Wealth Management’s iShares US Regional Banks ETF IAT Stock Holding History

Blue Bell Private Wealth 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
2023
Q2 		– Sell
-460
Closed -$16.5K – 685
2023
Q1 		$16.5K Buy
+460
New +$21.5K ﹤0.01% 338

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Blue Bell Private Wealth Management's IAT Position: Q2 2023 in Review

Blue Bell Private Wealth Management sold out of iShares US Regional Banks ETF (IAT) in Q2 2023, closing a stake of 460 shares — an estimated $16.5K sold.

Blue Bell Private Wealth Management first reported a position in IAT in Q1 2023 and held it in 1 quarter. The position peaked at $16.5K in Q1 2023. 156 funds tracked by Wall St. Rank hold IAT as of Q2 2023.

  • Blue Bell Private Wealth Management reported no remaining iShares US Regional Banks ETF position as of Q2 2023 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 460 iShares US Regional Banks ETF shares in Q2 2023, an estimated $16.5K.
  • Blue Bell Private Wealth Management first reported a position in iShares US Regional Banks ETF in Q1 2023 and held it in 1 quarter.
  • Blue Bell Private Wealth Management's iShares US Regional Banks ETF position peaked at $16.5K in Q1 2023.
  • 156 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2023.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.