Caldwell Trust’s iShares US Regional Banks ETF IAT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $16.4K | Hold |
305
| – | – | ﹤0.01% | 614 |
|
|
2025
Q4 | $16.8K | Hold |
305
| – | – | ﹤0.01% | 601 |
|
|
2025
Q3 | $16K | Hold |
305
| – | – | ﹤0.01% | 591 |
|
|
2025
Q2 | $15.1K | Sell |
305
-270
| -47% | -$12.3K | ﹤0.01% | 594 |
|
|
2025
Q1 | $26.8K | Hold |
575
| – | – | ﹤0.01% | 525 |
|
|
2024
Q4 | $29K | Hold |
575
| – | – | ﹤0.01% | 509 |
|
|
2024
Q3 | $27.3K | Hold |
575
| – | – | ﹤0.01% | 521 |
|
|
2024
Q2 | $23.8K | Hold |
575
| – | – | ﹤0.01% | 524 |
|
|
2024
Q1 | $24.9K | Hold |
575
| – | – | ﹤0.01% | 535 |
|
|
2023
Q4 | $24.1K | Hold |
575
| – | – | ﹤0.01% | 528 |
|
|
2023
Q3 | $19.3K | Hold |
575
| – | – | ﹤0.01% | 546 |
|
|
2023
Q2 | $19.5K | Hold |
575
| – | – | ﹤0.01% | 564 |
|
|
2023
Q1 | $20.6K | Sell |
575
-118
| -17% | -$5.51K | ﹤0.01% | 545 |
|
|
2022
Q4 | $33K | Hold |
693
| – | – | ﹤0.01% | 481 |
|
|
2022
Q3 | $33.1K | Hold |
693
| – | – | ﹤0.01% | 482 |
|
|
2022
Q2 | $34.2K | Hold |
693
| – | – | ﹤0.01% | 494 |
|
|
2022
Q1 | $40.8K | Sell |
693
-510
| -42% | -$32.3K | ﹤0.01% | 492 |
|
|
2021
Q4 | $74.3K | Hold |
1,203
| – | – | 0.01% | 408 |
|
|
2021
Q3 | $72.9K | Hold |
1,203
| – | – | 0.01% | 398 |
|
|
2021
Q2 | $69.2K | Hold |
1,203
| – | – | 0.01% | 405 |
|
|
2021
Q1 | $68.2K | Buy |
1,203
+815
| +210% | +$43.1K | 0.01% | 397 |
|
|
2020
Q4 | $17.6K | Hold |
388
| – | – | ﹤0.01% | 561 |
|
|
2020
Q3 | $12.7K | Sell |
388
-656
| -63% | -$22.1K | ﹤0.01% | 585 |
|
|
2020
Q2 | $35.3K | Hold |
1,044
| – | – | 0.01% | 460 |
|
|
2020
Q1 | $30.2K | Sell |
1,044
-463
| -31% | -$19.8K | 0.01% | 481 |
|
|
2019
Q4 | $76.8K | Buy |
+1,507
| New | +$73.5K | 0.01% | 401 |
|
Other funds holding IAT
GHA
