FourThought Financial’s iShares US Regional Banks ETF IAT Stock Holding History

FourThought Financial’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
2022 Q3	$99K	Buy	2,065 +1,100	+114%	+$57.1K	0.01%	439
2022 Q2	$48K	Sell	965 -174	-15%	-$9.27K	0.01%	618
2022 Q1	$67K	Hold	1,139	–	–	0.01%	580
2021 Q4	$70K	Sell	1,139 -1,100	-49%	-$69.5K	0.01%	570
2021 Q3	$135K	Hold	2,239	–	–	0.02%	421
2021 Q2	$128K	Sell	2,239 -916	-29%	-$54.3K	0.02%	436
2021 Q1	$178K	Sell	3,155 -166	-5%	-$8.79K	0.03%	367
2020 Q4	$150K	Buy	+3,321	New	+$134K	0.02%	393

Other funds holding IAT

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

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

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

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

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

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

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

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

FourThought Financial's IAT Position: Q3 2022 in Review

FourThought Financial increased its iShares US Regional Banks ETF (IAT) stake by 114% in Q3 2022, buying an estimated $57.1K and bringing the position to 2,065 shares worth $99K. The position accounts for 0.01% of the portfolio, ranked #439.

FourThought Financial first reported a position in IAT in Q4 2020 and has held it in 8 quarters since. The position peaked at $178K in Q1 2021. 134 funds tracked by Wall St. Rank hold IAT as of Q3 2022.

FourThought Financial held 2,065 shares of iShares US Regional Banks ETF worth $99K as of Q3 2022.
FourThought Financial bought 1,100 iShares US Regional Banks ETF shares in Q3 2022, an estimated $57.1K.
iShares US Regional Banks ETF made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #439 holding.
FourThought Financial first reported a position in iShares US Regional Banks ETF in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's iShares US Regional Banks ETF position peaked at $178K in Q1 2021.
134 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.