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Gilbert & Cook’s iShares US Regional Banks ETF IAT Stock Holding History

Gilbert & Cook’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 		– Sell
-6,322
Closed -$312K – 210
2022
Q2 		$312K Buy
+6,322
New +$337K 0.06% 154

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
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gilbert & Cook's IAT Position: Q3 2022 in Review

Gilbert & Cook sold out of iShares US Regional Banks ETF (IAT) in Q3 2022, closing a stake of 6,322 shares — an estimated $312K sold.

Gilbert & Cook first reported a position in IAT in Q2 2022 and held it in 1 quarter. The position peaked at $312K in Q2 2022. 134 funds tracked by Wall St. Rank hold IAT as of Q3 2022.

  • Gilbert & Cook reported no remaining iShares US Regional Banks ETF position as of Q3 2022 after selling out during the quarter.
  • Gilbert & Cook sold 6,322 iShares US Regional Banks ETF shares in Q3 2022, an estimated $312K.
  • Gilbert & Cook first reported a position in iShares US Regional Banks ETF in Q2 2022 and held it in 1 quarter.
  • Gilbert & Cook's iShares US Regional Banks ETF position peaked at $312K in Q2 2022.
  • 134 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2022.

Based on Gilbert & Cook's 13F filing for Q3 2022, filed 3 Nov 2022.