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

Cetera Investment Advisers’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 		$3.02M Sell
56,103
-13,806
-20% -$783K ﹤0.01% 1895
2025
Q4 		$3.86M Buy
69,909
+14,952
+27% +$777K ﹤0.01% 1647
2025
Q3 		$2.89M Sell
54,957
-551
-1% -$28.7K ﹤0.01% 1861
2025
Q2 		$2.75M Sell
55,508
-3,926
-7% -$179K ﹤0.01% 1613
2025
Q1 		$2.77M Buy
59,434
+16,402
+38% +$823K 0.01% 1510
2024
Q4 		$2.17M Buy
43,032
+14,599
+51% +$754K ﹤0.01% 1588
2024
Q3 		$1.35M Sell
28,433
-2,092
-7% -$96.3K ﹤0.01% 1892
2024
Q2 		$1.27M Buy
30,525
+903
+3% +$37.4K ﹤0.01% 1900
2024
Q1 		$1.29M Buy
29,622
+20,405
+221% +$837K ﹤0.01% 1884
2023
Q4 		$386K Sell
9,217
-192
-2% -$6.89K ﹤0.01% 1636
2023
Q3 		$316K Buy
9,409
+2,120
+29% +$76.3K ﹤0.01% 1688
2023
Q2 		$247K Buy
7,289
+593
+9% +$19.9K ﹤0.01% 1865
2023
Q1 		$240K Buy
6,696
+100
+2% +$4.67K ﹤0.01% 1835
2022
Q4 		$314K Buy
+6,596
New +$324K ﹤0.01% 1639
2022
Q3 		– Sell
-6,926
Closed -$341K – 1811
2022
Q2 		$341K Buy
6,926
+64
+0.9% +$3.41K 0.01% 1334
2022
Q1 		$404K Buy
6,862
+398
+6% +$25.2K 0.01% 1305
2021
Q4 		$399K Buy
6,464
+750
+13% +$47.4K 0.01% 1324
2021
Q3 		$346K Buy
5,714
+14
+0.2% +$806 0.01% 1346
2021
Q2 		$328K Hold
5,700
– – 0.01% 1364
2021
Q1 		$323K Sell
5,700
-673
-11% -$35.6K 0.01% 1221
2020
Q4 		$289K Buy
+6,373
New +$257K 0.01% 1258

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Lido Advisors
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
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Cetera Investment Advisers's IAT Position: Q1 2026 in Review

Cetera Investment Advisers reduced its iShares US Regional Banks ETF (IAT) stake by 20% in Q1 2026, selling an estimated $783K and leaving 56,103 shares worth $3.02M. The position accounts for ﹤0.01% of the portfolio, ranked #1895.

Cetera Investment Advisers first reported a position in IAT in Q4 2020 and has held it in 21 quarters since. The position peaked at $3.86M in Q4 2025. 166 funds tracked by Wall St. Rank hold IAT as of Q1 2026.

  • Cetera Investment Advisers held 56,103 shares of iShares US Regional Banks ETF worth $3.02M as of Q1 2026.
  • Cetera Investment Advisers sold 13,806 iShares US Regional Banks ETF shares in Q1 2026, an estimated $783K.
  • iShares US Regional Banks ETF made up ﹤0.01% of Cetera Investment Advisers's portfolio in Q1 2026, its #1895 holding.
  • Cetera Investment Advisers first reported a position in iShares US Regional Banks ETF in Q4 2020 and has held it in 21 quarters since.
  • Cetera Investment Advisers's iShares US Regional Banks ETF position peaked at $3.86M in Q4 2025.
  • 166 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2026.

Based on Cetera Investment Advisers's 13F filing for Q1 2026, filed 13 May 2026.