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

Bullock 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
2026 Q2	$32.5K	Buy	513 +2	+0.4%	+$116	0.01%	318
2026 Q1	$27.8K	Buy	511 +2	+0.4%	+$113	0.01%	321
2025 Q4	$28.1K	Buy	509 +3	+0.6%	+$156	0.01%	308
2025 Q3	$26.4K	Buy	506 +2	+0.4%	+$104	0.01%	315
2025 Q2	$25.7K	Buy	504 +2	+0.4%	+$91	0.01%	296
2025 Q1	$23.2K	Buy	502 +2	+0.4%	+$100	0.01%	295
2024 Q4	$25.2K	Buy	500 +2	+0.4%	+$103	0.01%	302
2024 Q3	$23K	Buy	498 +3	+0.6%	+$138	0.01%	297
2024 Q2	$20.5K	Buy	495 +3	+0.6%	+$124	0.01%	299
2024 Q1	$21K	Buy	+492	New	+$20.2K	0.01%	304

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

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

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

GHA

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Bullock Wealth Management's IAT Position: Q2 2026 in Review

Bullock Wealth Management increased its iShares US Regional Banks ETF (IAT) stake by 0.39% in Q2 2026, buying an estimated $116 and bringing the position to 513 shares worth $32.5K. The position accounts for 0.01% of the portfolio, ranked #318.

Bullock Wealth Management first reported a position in IAT in Q1 2024 and has held it in 10 quarters since. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Bullock Wealth Management held 513 shares of iShares US Regional Banks ETF worth $32.5K as of Q2 2026.
Bullock Wealth Management bought 2 iShares US Regional Banks ETF shares in Q2 2026, an estimated $116.
iShares US Regional Banks ETF made up 0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #318 holding.
Bullock Wealth Management first reported a position in iShares US Regional Banks ETF in Q1 2024 and has held it in 10 quarters since.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.