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Garde Capital’s iShares US Regional Banks ETF IAT Stock Holding History

Garde Capital’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
2025
Q3 		– Sell
-1,420
Closed -$70.4K – 507
2025
Q2 		$70.4K Hold
1,420
– – ﹤0.01% 318
2025
Q1 		$66.2K Buy
+1,420
New +$71.2K ﹤0.01% 314

Other funds holding IAT

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Garde Capital's IAT Position: Q3 2025 in Review

Garde Capital sold out of iShares US Regional Banks ETF (IAT) in Q3 2025, closing a stake of 1,420 shares — an estimated $70.4K sold.

Garde Capital first reported a position in IAT in Q1 2025 and held it in 2 quarters. The position peaked at $70.4K in Q2 2025. 166 funds tracked by Wall St. Rank hold IAT as of Q3 2025.

  • Garde Capital reported no remaining iShares US Regional Banks ETF position as of Q3 2025 after selling out during the quarter.
  • Garde Capital sold 1,420 iShares US Regional Banks ETF shares in Q3 2025, an estimated $70.4K.
  • Garde Capital first reported a position in iShares US Regional Banks ETF in Q1 2025 and held it in 2 quarters.
  • Garde Capital's iShares US Regional Banks ETF position peaked at $70.4K in Q2 2025.
  • 166 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2025.

Based on Garde Capital's 13F filing for Q3 2025, filed 16 Dec 2025.