COMPASS FINANCIAL MANAGEMENT LLC’s iShares US Regional Banks ETF IAT Stock Holding History

COMPASS FINANCIAL MANAGEMENT LLC’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 Q2	$2.67K	Buy	+43	New	+$2.5K	﹤0.01%	1279

Other funds holding IAT

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GHA

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

MCM

Monument Capital Management Alexandria, Virginia $497M AUM 52.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

COMPASS FINANCIAL MANAGEMENT LLC's IAT Position: Q2 2026 in Review

COMPASS FINANCIAL MANAGEMENT LLC opened a new position in iShares US Regional Banks ETF (IAT) in Q2 2026: 43 shares worth $2.67K. The stake represents ﹤0.01% of the portfolio and ranks #1279 among its holdings.

128 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

COMPASS FINANCIAL MANAGEMENT LLC held 43 shares of iShares US Regional Banks ETF worth $2.67K as of Q2 2026.
iShares US Regional Banks ETF was a new COMPASS FINANCIAL MANAGEMENT LLC position in Q2 2026.
iShares US Regional Banks ETF made up ﹤0.01% of COMPASS FINANCIAL MANAGEMENT LLC's portfolio in Q2 2026, its #1279 holding.
128 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on COMPASS FINANCIAL MANAGEMENT LLC's 13F filing for Q2 2026, filed 12 Aug 2026.