Centaurus Financial’s iShares US Regional Banks ETF IAT Stock Holding History

Centaurus Financial’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 Q1	–	Sell	-1,950	Closed	-$108K	–	1097
2025 Q4	$108K	Sell	1,950 -86	-4%	-$4.47K	﹤0.01%	996
2025 Q3	$107K	Buy	+2,036	New	+$106K	0.01%	1001
2025 Q2	–	Sell	-2,181	Closed	-$102K	–	978
2025 Q1	$102K	Sell	2,181 -15,967	-88%	-$801K	0.01%	872
2024 Q4	$914K	Buy	+18,148	New	+$938K	0.06%	288
2023 Q1	–	Sell	-2,186	Closed	-$104K	–	922
2022 Q4	$104K	Buy	2,186 +1	+0%	+$49	0.01%	786
2022 Q3	$104K	Buy	2,185 +1	+0%	+$52	0.01%	804
2022 Q2	$108K	Hold	2,184	–	–	0.01%	782
2022 Q1	$129K	Buy	2,184 +358	+20%	+$22.7K	0.01%	791
2021 Q4	$113K	Sell	1,826 -1,254	-41%	-$79.3K	0.01%	860
2021 Q3	$187K	Buy	3,080 +1	+0%	+$58	0.02%	671
2021 Q2	$177K	Buy	3,079 +82	+3%	+$4.86K	0.01%	704
2021 Q1	$170K	Buy	+2,997	New	+$159K	0.02%	639
2018 Q3	–	Sell	-2,641	Closed	-$130K	–	1215
2018 Q2	$130K	Buy	+2,641	New	+$135K	0.02%	625

Other funds holding IAT

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

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

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

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

Centaurus Financial's IAT Position: Q1 2026 in Review

Centaurus Financial sold out of iShares US Regional Banks ETF (IAT) in Q1 2026, closing a stake of 1,950 shares — an estimated $108K sold.

Centaurus Financial first reported a position in IAT in Q2 2018 and held it in 13 quarters. The position peaked at $914K in Q4 2024. 166 funds tracked by Wall St. Rank hold IAT as of Q1 2026.

Centaurus Financial reported no remaining iShares US Regional Banks ETF position as of Q1 2026 after selling out during the quarter.
Centaurus Financial sold 1,950 iShares US Regional Banks ETF shares in Q1 2026, an estimated $108K.
Centaurus Financial first reported a position in iShares US Regional Banks ETF in Q2 2018 and held it in 13 quarters.
Centaurus Financial's iShares US Regional Banks ETF position peaked at $914K in Q4 2024.
166 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2026.

Based on Centaurus Financial's 13F filing for Q1 2026, filed 18 May 2026.