First PREMIER Bank’s iShares US Regional Banks ETF IAT Stock Holding History

First PREMIER Bank’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 Q2	–	Sell	-940	Closed	-$41K	–	442
2024 Q1	$41K	Hold	940	–	–	0.01%	223
2023 Q4	$39K	Sell	940 -500	-35%	-$17.9K	0.01%	227
2023 Q3	$48K	Hold	1,440	–	–	0.01%	214
2023 Q2	$49K	Hold	1,440	–	–	0.01%	223
2023 Q1	$52K	Hold	1,440	–	–	0.02%	233
2022 Q4	$69K	Hold	1,440	–	–	0.02%	202
2022 Q3	$69K	Hold	1,440	–	–	0.02%	203
2022 Q2	$71K	Hold	1,440	–	–	0.02%	206
2022 Q1	$85K	Buy	1,440 +940	+188%	+$59.6K	0.02%	189
2021 Q4	$31K	Hold	500	–	–	0.01%	257
2021 Q3	$30K	Hold	500	–	–	0.01%	255
2021 Q2	$29K	Hold	500	–	–	0.01%	262
2021 Q1	$28K	Hold	500	–	–	0.01%	237
2020 Q4	$23K	Hold	500	–	–	0.01%	247
2020 Q3	$16K	Hold	500	–	–	0.01%	258
2020 Q2	$17K	Hold	500	–	–	0.01%	243
2020 Q1	$14K	Buy	+500	New	+$21.4K	0.01%	232

Other funds holding IAT

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

First PREMIER Bank's IAT Position: Q2 2024 in Review

First PREMIER Bank sold out of iShares US Regional Banks ETF (IAT) in Q2 2024, closing a stake of 940 shares — an estimated $41K sold.

First PREMIER Bank first reported a position in IAT in Q1 2020 and held it in 17 quarters. The position peaked at $85K in Q1 2022. 149 funds tracked by Wall St. Rank hold IAT as of Q2 2024.

First PREMIER Bank reported no remaining iShares US Regional Banks ETF position as of Q2 2024 after selling out during the quarter.
First PREMIER Bank sold 940 iShares US Regional Banks ETF shares in Q2 2024, an estimated $41K.
First PREMIER Bank first reported a position in iShares US Regional Banks ETF in Q1 2020 and held it in 17 quarters.
First PREMIER Bank's iShares US Regional Banks ETF position peaked at $85K in Q1 2022.
149 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2024.

Based on First PREMIER Bank's 13F filing for Q2 2024, filed 17 Jul 2024.