Cadent Capital Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

Cadent Capital Advisors’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	$1.3M	Sell	20,822 -500	-2%	-$29.1K	0.27%	85
2026 Q1	$1.15M	Sell	21,322 -830	-4%	-$47.1K	0.3%	75
2025 Q4	$1.22M	Sell	22,152 -10	-0%	-$519	0.31%	68
2025 Q3	$1.16M	Sell	22,162 -560	-2%	-$29.2K	0.31%	76
2025 Q2	$1.13M	Sell	22,722 -46,187	-67%	-$2.1M	0.36%	60
2025 Q1	$3.21M	Sell	68,909 -1,206	-2%	-$60.5K	1.15%	24
2024 Q4	$3.53M	Buy	70,115 +40,473	+137%	+$2.09M	1.22%	23
2024 Q3	$1.41M	Buy	+29,642	New	+$1.36M	0.43%	47
2022 Q2	–	Sell	-73,113	Closed	-$4.31M	–	125
2022 Q1	$4.31M	Sell	73,113 -490	-0.7%	-$31K	1.96%	20
2021 Q4	$4.55M	Buy	73,603 +1,033	+1%	+$65.3K	2.01%	21
2021 Q3	$4.39M	Buy	72,570 +4,279	+6%	+$246K	1.96%	21
2021 Q2	$3.93M	Buy	68,291 +4,353	+7%	+$258K	1.63%	23
2021 Q1	$3.62M	Buy	+63,938	New	+$3.38M	1.61%	27

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

Cadent Capital Advisors's IAT Position: Q2 2026 in Review

Cadent Capital Advisors reduced its iShares US Regional Banks ETF (IAT) stake by 2.3% in Q2 2026, selling an estimated $29.1K and leaving 20,822 shares worth $1.3M. The position accounts for 0.27% of the portfolio, ranked #85.

Cadent Capital Advisors first reported a position in IAT in Q1 2021 and has held it in 13 quarters since. The position peaked at $4.55M in Q4 2021. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Cadent Capital Advisors held 20,822 shares of iShares US Regional Banks ETF worth $1.3M as of Q2 2026.
Cadent Capital Advisors sold 500 iShares US Regional Banks ETF shares in Q2 2026, an estimated $29.1K.
iShares US Regional Banks ETF made up 0.27% of Cadent Capital Advisors's portfolio in Q2 2026, its #85 holding.
Cadent Capital Advisors first reported a position in iShares US Regional Banks ETF in Q1 2021 and has held it in 13 quarters since.
Cadent Capital Advisors's iShares US Regional Banks ETF position peaked at $4.55M in Q4 2021.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Cadent Capital Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.