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

Caldwell Trust’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 Q3	$17.5K	Hold	305	–	–	﹤0.01%	619
2026 Q2	$19K	Hold	305	–	–	﹤0.01%	616
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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Westwind Capital Las Cruces, New Mexico $426M AUM 21.56% 1-Year Est. Return

Caldwell Trust's IAT Position: Q3 2026 in Review

Caldwell Trust held its iShares US Regional Banks ETF (IAT) position steady in Q3 2026 at 305 shares worth $17.5K. The position accounts for ﹤0.01% of the portfolio, ranked #619.

Caldwell Trust first reported a position in IAT in Q4 2019 and has held it in 28 quarters since. The position peaked at $76.8K in Q4 2019. 86 funds tracked by Wall St. Rank hold IAT as of Q3 2026.

Caldwell Trust held 305 shares of iShares US Regional Banks ETF worth $17.5K as of Q3 2026.
Caldwell Trust left its iShares US Regional Banks ETF share count unchanged in Q3 2026.
iShares US Regional Banks ETF made up ﹤0.01% of Caldwell Trust's portfolio in Q3 2026, its #619 holding.
Caldwell Trust first reported a position in iShares US Regional Banks ETF in Q4 2019 and has held it in 28 quarters since.
Caldwell Trust's iShares US Regional Banks ETF position peaked at $76.8K in Q4 2019.
86 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2026.

Based on Caldwell Trust's 13F filing for Q3 2026, filed 30 Oct 2026.