Cape Cod Five Cents Savings Bank’s iShares US Regional Banks ETF IAT Stock Holding History

Cape Cod Five Cents Savings Bank’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
2025 Q4	$202K	Hold	4,249	–	–	0.02%	186
2025 Q3	$202K	Hold	4,249	–	–	0.02%	186
2025 Q2	$202K	Hold	4,249	–	–	0.02%	186
2025 Q1	$202K	Hold	4,249	–	–	0.02%	186
2024 Q4	$202K	Hold	4,249	–	–	0.02%	186
2024 Q3	$202K	Buy	+4,249	New	+$196K	0.02%	186
2024 Q2	–	Sell	-5,125	Closed	-$222K	–	193
2024 Q1	$222K	Sell	5,125 -1,087	-17%	-$44.6K	0.02%	183
2023 Q4	$260K	Sell	6,212 -7,946	-56%	-$285K	0.03%	170
2023 Q3	$476K	Buy	14,158 +4,723	+50%	+$170K	0.03%	172
2023 Q2	$319K	Buy	+9,435	New	+$317K	0.03%	158

Other funds holding IAT

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

GHA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

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

Cape Cod Five Cents Savings Bank's IAT Position: Q4 2025 in Review

Cape Cod Five Cents Savings Bank held its iShares US Regional Banks ETF (IAT) position steady in Q4 2025 at 4,249 shares worth $202K. The position accounts for 0.02% of the portfolio, ranked #186.

Cape Cod Five Cents Savings Bank first reported a position in IAT in Q2 2023 and has held it in 10 quarters since. The position peaked at $476K in Q3 2023. 172 funds tracked by Wall St. Rank hold IAT as of Q4 2025.

Cape Cod Five Cents Savings Bank held 4,249 shares of iShares US Regional Banks ETF worth $202K as of Q4 2025.
Cape Cod Five Cents Savings Bank left its iShares US Regional Banks ETF share count unchanged in Q4 2025.
iShares US Regional Banks ETF made up 0.02% of Cape Cod Five Cents Savings Bank's portfolio in Q4 2025, its #186 holding.
Cape Cod Five Cents Savings Bank first reported a position in iShares US Regional Banks ETF in Q2 2023 and has held it in 10 quarters since.
Cape Cod Five Cents Savings Bank's iShares US Regional Banks ETF position peaked at $476K in Q3 2023.
172 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2025.

Based on Cape Cod Five Cents Savings Bank's 13F filing for Q4 2025, filed 13 Feb 2026.