FHA
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Flagship Harbor Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

Flagship Harbor Advisors’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
2020
Q4 		– Sell
-230
Closed -$7K – 1067
2020
Q3 		$7K Hold
230
– – ﹤0.01% 1427
2020
Q2 		$7K Hold
230
– – ﹤0.01% 1473
2020
Q1 		$7K Hold
230
– – ﹤0.01% 1330
2019
Q4 		$12K Hold
230
– – ﹤0.01% 1274
2019
Q3 		$10K Hold
230
– – ﹤0.01% 1289
2019
Q2 		$10K Hold
230
– – ﹤0.01% 1295
2019
Q1 		$9K Sell
230
-101
-31% -$4.56K ﹤0.01% 1324
2018
Q4 		$13K Buy
331
+1
+0.3% +$45 ﹤0.01% 1151
2018
Q3 		$16K Hold
330
– – ﹤0.01% 1201
2018
Q2 		$16K Buy
+330
New +$16.9K ﹤0.01% 1182

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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return