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Gradient Investments’s iShares US Regional Banks ETF IAT Stock Holding History

Gradient Investments’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
Q4 		– Sell
-82
Closed -$4K – 1565
2022
Q3 		$4K Buy
+82
New +$4.26K ﹤0.01% 995

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Gradient Investments's IAT Position: Q4 2022 in Review

Gradient Investments sold out of iShares US Regional Banks ETF (IAT) in Q4 2022, closing a stake of 82 shares — an estimated $4K sold.

Gradient Investments first reported a position in IAT in Q3 2022 and held it in 1 quarter. The position peaked at $4K in Q3 2022. 139 funds tracked by Wall St. Rank hold IAT as of Q4 2022.

  • Gradient Investments reported no remaining iShares US Regional Banks ETF position as of Q4 2022 after selling out during the quarter.
  • Gradient Investments sold 82 iShares US Regional Banks ETF shares in Q4 2022, an estimated $4K.
  • Gradient Investments first reported a position in iShares US Regional Banks ETF in Q3 2022 and held it in 1 quarter.
  • Gradient Investments's iShares US Regional Banks ETF position peaked at $4K in Q3 2022.
  • 139 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2022.

Based on Gradient Investments's 13F filing for Q4 2022, filed 10 Jan 2023.