Global Trust Asset Management’s iShares US Regional Banks ETF IAT Stock Holding History

Global Trust Asset Management’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	-800	Closed	-$40.3K	–	495
2024 Q4	$40.3K	Buy	+800	New	+$41.3K	0.02%	302
2021 Q2	–	Sell	-1	Closed	–	–	428
2021 Q1	$0	Hold	1	–	–	﹤0.01%	407
2020 Q4	$0	Hold	1	–	–	﹤0.01%	412
2020 Q3	$0	Hold	1	–	–	﹤0.01%	373
2020 Q2	$0	Hold	1	–	–	﹤0.01%	368
2020 Q1	$0	Hold	1	–	–	﹤0.01%	378
2019 Q4	$0	Hold	1	–	–	﹤0.01%	397
2019 Q3	$0	Hold	1	–	–	﹤0.01%	403
2019 Q2	$0	Hold	1	–	–	﹤0.01%	421
2019 Q1	$0	Hold	1	–	–	﹤0.01%	414
2018 Q4	$0	Hold	1	–	–	﹤0.01%	422
2018 Q3	$0	Sell	1 -205	-100%	-$10.5K	﹤0.01%	447
2018 Q2	$10K	Hold	206	–	–	0.01%	304
2018 Q1	$10K	Buy	206 +1	+0.5%	+$52	0.01%	293
2017 Q4	$10K	Buy	+205	New	+$9.84K	0.01%	308

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

Global Trust Asset Management's IAT Position: Q1 2025 in Review

Global Trust Asset Management sold out of iShares US Regional Banks ETF (IAT) in Q1 2025, closing a stake of 800 shares — an estimated $40.3K sold.

Global Trust Asset Management first reported a position in IAT in Q4 2017 and held it in 15 quarters. The position peaked at $40.3K in Q4 2024. 185 funds tracked by Wall St. Rank hold IAT as of Q1 2025.

Global Trust Asset Management reported no remaining iShares US Regional Banks ETF position as of Q1 2025 after selling out during the quarter.
Global Trust Asset Management sold 800 iShares US Regional Banks ETF shares in Q1 2025, an estimated $40.3K.
Global Trust Asset Management first reported a position in iShares US Regional Banks ETF in Q4 2017 and held it in 15 quarters.
Global Trust Asset Management's iShares US Regional Banks ETF position peaked at $40.3K in Q4 2024.
185 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2025.

Based on Global Trust Asset Management's 13F filing for Q1 2025, filed 18 Apr 2025.