GTS Securities’s iShares US Regional Banks ETF IAT Stock Holding History

GTS Securities’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
2024 Q4	–	Sell	-34,247	Closed	-$1.63M	–	2536
2024 Q3	$1.63M	Buy	34,247 +29,347	+599%	+$1.35M	﹤0.01%	1723
2024 Q2	$203K	Hold	4,900	–	–	﹤0.01%	3439
2024 Q1	$213K	Sell	4,900 -879	-15%	-$36K	﹤0.01%	3298
2023 Q4	$242K	Buy	+5,779	New	+$207K	﹤0.01%	3404
2023 Q3	–	Sell	-10,584	Closed	-$381K	–	4006
2023 Q2	$358K	Buy	+10,584	New	+$356K	0.01%	801

Other funds holding IAT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

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

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GTS Securities's IAT Position: Q4 2024 in Review

GTS Securities sold out of iShares US Regional Banks ETF (IAT) in Q4 2024, closing a stake of 34,247 shares — an estimated $1.63M sold.

GTS Securities first reported a position in IAT in Q2 2023 and held it in 5 quarters. The position peaked at $1.63M in Q3 2024. 195 funds tracked by Wall St. Rank hold IAT as of Q4 2024.

GTS Securities reported no remaining iShares US Regional Banks ETF position as of Q4 2024 after selling out during the quarter.
GTS Securities sold 34,247 iShares US Regional Banks ETF shares in Q4 2024, an estimated $1.63M.
GTS Securities first reported a position in iShares US Regional Banks ETF in Q2 2023 and held it in 5 quarters.
GTS Securities's iShares US Regional Banks ETF position peaked at $1.63M in Q3 2024.
195 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2024.

Based on GTS Securities's 13F filing for Q4 2024, filed 18 Feb 2025.