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Coastline Trust’s iShares US Regional Banks ETF IAT Stock Holding History

Coastline Trust’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
Q4 		– Sell
-273
Closed -$13K – 442
2024
Q3 		$13K Buy
+273
New +$12.6K ﹤0.01% 365

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Coastline Trust's IAT Position: Q4 2024 in Review

Coastline Trust sold out of iShares US Regional Banks ETF (IAT) in Q4 2024, closing a stake of 273 shares — an estimated $13K sold.

Coastline Trust first reported a position in IAT in Q3 2024 and held it in 1 quarter. The position peaked at $13K in Q3 2024. 195 funds tracked by Wall St. Rank hold IAT as of Q4 2024.

  • Coastline Trust reported no remaining iShares US Regional Banks ETF position as of Q4 2024 after selling out during the quarter.
  • Coastline Trust sold 273 iShares US Regional Banks ETF shares in Q4 2024, an estimated $13K.
  • Coastline Trust first reported a position in iShares US Regional Banks ETF in Q3 2024 and held it in 1 quarter.
  • Coastline Trust's iShares US Regional Banks ETF position peaked at $13K in Q3 2024.
  • 195 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2024.

Based on Coastline Trust's 13F filing for Q4 2024, filed 13 Feb 2025.