Capital Asset Advisory Services’s iShares US Regional Banks ETF IAT Stock Holding History

Capital Asset Advisory Services’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
2022 Q4	–	Sell	-70	Closed	-$3K	–	411
2022 Q3	$3K	Hold	70	–	–	﹤0.01%	424
2022 Q2	$3K	Hold	70	–	–	﹤0.01%	530
2022 Q1	$4K	Hold	70	–	–	﹤0.01%	517
2021 Q4	$4K	Hold	70	–	–	﹤0.01%	551
2021 Q3	$4K	Hold	70	–	–	﹤0.01%	652
2021 Q2	$4K	Hold	70	–	–	﹤0.01%	676
2021 Q1	$4K	Sell	70 -1,230	-95%	-$65.1K	﹤0.01%	642
2020 Q4	$59K	Hold	1,300	–	–	0.01%	574
2020 Q3	$43K	Hold	1,300	–	–	0.01%	389
2020 Q2	$47K	Buy	1,300 +1,260	+3,150%	+$41.1K	0.01%	409
2020 Q1	$1K	Hold	40	–	–	﹤0.01%	495
2019 Q4	$2K	Buy	+40	New	+$1.95K	﹤0.01%	567

Other funds holding IAT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Capital Asset Advisory Services's IAT Position: Q4 2022 in Review

Capital Asset Advisory Services sold out of iShares US Regional Banks ETF (IAT) in Q4 2022, closing a stake of 70 shares — an estimated $3K sold.

Capital Asset Advisory Services first reported a position in IAT in Q4 2019 and held it in 12 quarters. The position peaked at $59K in Q4 2020. 139 funds tracked by Wall St. Rank hold IAT as of Q4 2022.

Capital Asset Advisory Services reported no remaining iShares US Regional Banks ETF position as of Q4 2022 after selling out during the quarter.
Capital Asset Advisory Services sold 70 iShares US Regional Banks ETF shares in Q4 2022, an estimated $3K.
Capital Asset Advisory Services first reported a position in iShares US Regional Banks ETF in Q4 2019 and held it in 12 quarters.
Capital Asset Advisory Services's iShares US Regional Banks ETF position peaked at $59K in Q4 2020.
139 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2022.

Based on Capital Asset Advisory Services's 13F filing for Q4 2022, filed 8 Mar 2023.