Dubuque Bank & Trust’s iShares US Regional Banks ETF IAT Stock Holding History

Dubuque Bank & 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
2019 Q2	–	Sell	-103	Closed	-$4K	–	372
2019 Q1	$4K	Hold	103	–	–	﹤0.01%	590
2018 Q4	$4K	Hold	103	–	–	﹤0.01%	530
2018 Q3	$5K	Hold	103	–	–	﹤0.01%	506
2018 Q2	$5K	Hold	103	–	–	﹤0.01%	531
2018 Q1	$5K	Hold	103	–	–	﹤0.01%	572
2017 Q4	$5K	Hold	103	–	–	﹤0.01%	568
2017 Q3	$5K	Buy	+103	New	+$4.66K	﹤0.01%	548

Other funds holding IAT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCM

BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Dubuque Bank & Trust's IAT Position: Q2 2019 in Review

Dubuque Bank & Trust sold out of iShares US Regional Banks ETF (IAT) in Q2 2019, closing a stake of 103 shares — an estimated $4K sold.

Dubuque Bank & Trust first reported a position in IAT in Q3 2017 and held it in 7 quarters. The position peaked at $5K in Q3 2018. 115 funds tracked by Wall St. Rank hold IAT as of Q2 2019.

Dubuque Bank & Trust reported no remaining iShares US Regional Banks ETF position as of Q2 2019 after selling out during the quarter.
Dubuque Bank & Trust sold 103 iShares US Regional Banks ETF shares in Q2 2019, an estimated $4K.
Dubuque Bank & Trust first reported a position in iShares US Regional Banks ETF in Q3 2017 and held it in 7 quarters.
Dubuque Bank & Trust's iShares US Regional Banks ETF position peaked at $5K in Q3 2018.
115 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2019.

Based on Dubuque Bank & Trust's 13F filing for Q2 2019, filed 10 Jul 2019.