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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	–	Sell	-85	Closed	-$4.69K	–	4723
2025 Q4	$4.69K	Sell	85 -200	-70%	-$10.4K	﹤0.01%	3033
2025 Q3	$15K	Hold	285	–	–	﹤0.01%	2491
2025 Q2	$14.1K	Sell	285 -665	-70%	-$30.3K	﹤0.01%	2391
2025 Q1	$44.3K	Hold	950	–	–	﹤0.01%	1828
2024 Q4	$47.8K	Hold	950	–	–	﹤0.01%	1735
2024 Q3	$45.2K	Hold	950	–	–	﹤0.01%	1715
2024 Q2	$39.4K	Hold	950	–	–	﹤0.01%	1671
2024 Q1	$41.2K	Buy	950 +200	+27%	+$8.2K	﹤0.01%	1620
2023 Q4	$31.4K	Hold	750	–	–	﹤0.01%	1666
2023 Q3	$25.2K	Sell	750 -400	-35%	-$14.4K	﹤0.01%	1644
2023 Q2	$38.9K	Buy	1,150 +750	+188%	+$25.2K	﹤0.01%	1472
2023 Q1	$14.3K	Hold	400	–	–	﹤0.01%	1875
2022 Q4	$19.1K	Hold	400	–	–	﹤0.01%	1700
2022 Q3	$20K	Hold	400	–	–	﹤0.01%	1642
2022 Q2	$20K	Buy	+400	New	+$21.3K	﹤0.01%	1642
2021 Q4	$68K	Sell	1,100 -1,090	-50%	-$68.9K	﹤0.01%	1121
2021 Q3	$133K	Sell	2,190 -300	-12%	-$17.3K	﹤0.01%	1216
2021 Q2	$143K	Hold	2,490	–	–	﹤0.01%	1207
2021 Q1	$141K	Buy	+2,490	New	+$132K	0.01%	1141