Blue Trust Inc’s iShares US Regional Banks ETF IAT Stock Holding History

Blue Trust Inc’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
2026 Q1	–	Sell	-168	Closed	-$9.27K	–	2595
2025 Q4	$9.27K	Buy	168 +135	+409%	+$7.01K	﹤0.01%	1882
2025 Q3	$1.71K	Buy	+33	New	+$1.72K	﹤0.01%	2182
2023 Q2	–	Sell	-84	Closed	-$4K	–	2258
2023 Q1	$4K	Buy	84 +22	+35%	+$1.03K	﹤0.01%	1843
2022 Q4	$3K	Sell	62 -1	-2%	-$49	﹤0.01%	1853
2022 Q3	$3K	Sell	63 -18	-22%	-$935	﹤0.01%	1690
2022 Q2	$5K	Buy	+81	New	+$4.32K	﹤0.01%	1434

Other funds holding IAT

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Blue Trust Inc's IAT Position: Q1 2026 in Review

Blue Trust Inc sold out of iShares US Regional Banks ETF (IAT) in Q1 2026, closing a stake of 168 shares — an estimated $9.27K sold.

Blue Trust Inc first reported a position in IAT in Q2 2022 and held it in 6 quarters. The position peaked at $9.27K in Q4 2025. 168 funds tracked by Wall St. Rank hold IAT as of Q1 2026.

Blue Trust Inc reported no remaining iShares US Regional Banks ETF position as of Q1 2026 after selling out during the quarter.
Blue Trust Inc sold 168 iShares US Regional Banks ETF shares in Q1 2026, an estimated $9.27K.
Blue Trust Inc first reported a position in iShares US Regional Banks ETF in Q2 2022 and held it in 6 quarters.
Blue Trust Inc's iShares US Regional Banks ETF position peaked at $9.27K in Q4 2025.
168 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2026.

Based on Blue Trust Inc's 13F filing for Q1 2026, filed 20 Apr 2026.