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

Gimbal 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
2025 Q1	–	Sell	-87,825	Closed	-$4.42M	–	45
2024 Q4	$4.42M	Buy	87,825 +1,363	+2%	+$70.4K	3.61%	8
2024 Q3	$4.28M	Buy	+86,462	New	+$3.98M	2.78%	10

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

EPFB

Employees Provident Fund Board Shah Alam, Malaysia $13.2B AUM 29.65% 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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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

Gimbal Financial's IAT Position: Q1 2025 in Review

Gimbal Financial sold out of iShares US Regional Banks ETF (IAT) in Q1 2025, closing a stake of 87,825 shares — an estimated $4.42M sold.

Gimbal Financial first reported a position in IAT in Q3 2024 and held it in 2 quarters. The position peaked at $4.42M in Q4 2024. 185 funds tracked by Wall St. Rank hold IAT as of Q1 2025.

Gimbal Financial reported no remaining iShares US Regional Banks ETF position as of Q1 2025 after selling out during the quarter.
Gimbal Financial sold 87,825 iShares US Regional Banks ETF shares in Q1 2025, an estimated $4.42M.
Gimbal Financial first reported a position in iShares US Regional Banks ETF in Q3 2024 and held it in 2 quarters.
Gimbal Financial's iShares US Regional Banks ETF position peaked at $4.42M in Q4 2024.
185 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2025.

Based on Gimbal Financial's 13F filing for Q1 2025, filed 23 Apr 2025.