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Concord Wealth Partners’s iShares US Regional Banks ETF IAT Stock Holding History

Concord Wealth Partners’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
2023
Q1 		– Sell
-18
Closed -$858 – 1107
2022
Q4 		$858 Buy
+18
New +$884 ﹤0.01% 1095
2022
Q1 		– Sell
-89
Closed -$5K – 1328
2021
Q4 		$5K Buy
+89
New +$5.63K ﹤0.01% 944

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Concord Wealth Partners's IAT Position: Q1 2023 in Review

Concord Wealth Partners sold out of iShares US Regional Banks ETF (IAT) in Q1 2023, closing a stake of 18 shares — an estimated $858 sold.

Concord Wealth Partners first reported a position in IAT in Q4 2021 and held it in 2 quarters. The position peaked at $5K in Q4 2021. 154 funds tracked by Wall St. Rank hold IAT as of Q1 2023.

  • Concord Wealth Partners reported no remaining iShares US Regional Banks ETF position as of Q1 2023 after selling out during the quarter.
  • Concord Wealth Partners sold 18 iShares US Regional Banks ETF shares in Q1 2023, an estimated $858.
  • Concord Wealth Partners first reported a position in iShares US Regional Banks ETF in Q4 2021 and held it in 2 quarters.
  • Concord Wealth Partners's iShares US Regional Banks ETF position peaked at $5K in Q4 2021.
  • 154 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2023.

Based on Concord Wealth Partners's 13F filing for Q1 2023, filed 26 Apr 2023.