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Cetera Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

Cetera Advisors’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
2024
Q1 		$921K Buy
21,242
+4,313
+25% +$177K 0.01% 1204
2023
Q4 		$708K Sell
16,929
-2,253
-12% -$80.8K 0.01% 935
2023
Q3 		$645K Sell
19,182
-37,114
-66% -$1.34M 0.01% 923
2023
Q2 		$1.91M Buy
56,296
+40,280
+251% +$1.35M 0.03% 476
2023
Q1 		$573K Buy
16,016
+5,624
+54% +$263K 0.01% 949
2022
Q4 		$495K Buy
10,392
+232
+2% +$11.4K 0.01% 977
2022
Q3 		$485K Buy
10,160
+402
+4% +$20.9K 0.01% 790
2022
Q2 		$481K Sell
9,758
-12,346
-56% -$658K 0.01% 857
2022
Q1 		$1.3M Buy
22,104
+4,203
+23% +$266K 0.03% 525
2021
Q4 		$1.11M Buy
17,901
+7,603
+74% +$481K 0.02% 560
2021
Q3 		$624K Sell
10,298
-2,093
-17% -$120K 0.01% 796
2021
Q2 		$713K Buy
+12,391
New +$735K 0.02% 674
2020
Q2 		– Sell
-9,086
Closed -$263K – 932
2020
Q1 		$263K Sell
9,086
-1,250
-12% -$53.5K 0.01% 640
2019
Q4 		$527K Sell
10,336
-13,463
-57% -$656K 0.02% 548
2019
Q3 		$1.11M Sell
23,799
-30,872
-56% -$1.41M 0.05% 337
2019
Q2 		$2.51M Sell
54,671
-4,343
-7% -$198K 0.11% 180
2019
Q1 		$2.56M Sell
59,014
-6,741
-10% -$304K 0.13% 160
2018
Q4 		$2.63M Buy
65,755
+3,260
+5% +$148K 0.15% 142
2018
Q3 		$3.09M Buy
62,495
+9,844
+19% +$503K 0.15% 147
2018
Q2 		$2.6M Buy
52,651
+11,139
+27% +$570K 0.15% 148
2018
Q1 		$2.11M Buy
41,512
+10,947
+36% +$572K 0.13% 174
2017
Q4 		$1.51M Buy
30,565
+1,002
+3% +$48.1K 0.09% 217
2017
Q3 		$1.39M Buy
29,563
+1,864
+7% +$84.2K 0.08% 257
2017
Q2 		$1.26M Buy
27,699
+5,009
+22% +$223K 0.08% 273
2017
Q1 		$1.01M Buy
22,690
+11,842
+109% +$547K 0.07% 303
2016
Q4 		$496K Buy
+10,848
New +$439K 0.04% 410
2016
Q1 		– Sell
-38,580
Closed -$1.35M – 742
2015
Q4 		$1.35M Buy
38,580
+134
+0.3% +$4.73K 0.11% 197
2015
Q3 		$1.3M Buy
+38,446
New +$1.37M 0.12% 182
2014
Q3 		– Sell
-7,882
Closed -$274K – 631
2014
Q2 		$274K Buy
+7,882
New +$265K 0.03% 457

Other funds holding IAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Cetera Advisors's IAT Position: Q1 2024 in Review

Cetera Advisors increased its iShares US Regional Banks ETF (IAT) stake by 25% in Q1 2024, buying an estimated $177K and bringing the position to 21,242 shares worth $921K. The position accounts for 0.01% of the portfolio, ranked #1204.

Cetera Advisors first reported a position in IAT in Q2 2014 and has held it in 29 quarters since. The position peaked at $3.09M in Q3 2018. 159 funds tracked by Wall St. Rank hold IAT as of Q1 2024.

  • Cetera Advisors held 21,242 shares of iShares US Regional Banks ETF worth $921K as of Q1 2024.
  • Cetera Advisors bought 4,313 iShares US Regional Banks ETF shares in Q1 2024, an estimated $177K.
  • iShares US Regional Banks ETF made up 0.01% of Cetera Advisors's portfolio in Q1 2024, its #1204 holding.
  • Cetera Advisors first reported a position in iShares US Regional Banks ETF in Q2 2014 and has held it in 29 quarters since.
  • Cetera Advisors's iShares US Regional Banks ETF position peaked at $3.09M in Q3 2018.
  • 159 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2024.

Based on Cetera Advisors's 13F filing for Q1 2024, filed 15 May 2024.