Harbour Capital Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

Harbour Capital Advisors’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
2023 Q2	–	Sell	-10,460	Closed	-$374K	–	269
2023 Q1	$374K	Buy	+10,460	New	+$489K	0.11%	172
2017 Q2	–	Sell	-400	Closed	-$17.9K	–	403
2017 Q1	$17.9K	Buy	+400	New	+$18.5K	0.01%	502
2015 Q4	–	Sell	-12,500	Closed	-$422K	–	232
2015 Q3	$422K	Hold	12,500	–	–	0.3%	117
2015 Q2	$458K	Buy	+12,500	New	+$448K	0.29%	117

Other funds holding IAT

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

RCYC

Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Harbour Capital Advisors's IAT Position: Q2 2023 in Review

Harbour Capital Advisors sold out of iShares US Regional Banks ETF (IAT) in Q2 2023, closing a stake of 10,460 shares — an estimated $374K sold.

Harbour Capital Advisors first reported a position in IAT in Q2 2015 and held it in 4 quarters. The position peaked at $458K in Q2 2015. 156 funds tracked by Wall St. Rank hold IAT as of Q2 2023.

Harbour Capital Advisors reported no remaining iShares US Regional Banks ETF position as of Q2 2023 after selling out during the quarter.
Harbour Capital Advisors sold 10,460 iShares US Regional Banks ETF shares in Q2 2023, an estimated $374K.
Harbour Capital Advisors first reported a position in iShares US Regional Banks ETF in Q2 2015 and held it in 4 quarters.
Harbour Capital Advisors's iShares US Regional Banks ETF position peaked at $458K in Q2 2015.
156 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2023.

Based on Harbour Capital Advisors's 13F filing for Q2 2023, filed 10 Jul 2023.