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

Harbour 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
2026
Q2 		$12.4K Buy
+200
New +$11.6K ﹤0.01% 3236
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

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Harbour Investments's IAT Position: Q2 2026 in Review

Harbour Investments opened a new position in iShares US Regional Banks ETF (IAT) in Q2 2026: 200 shares worth $12.4K. The stake represents ﹤0.01% of the portfolio and ranks #3236 among its holdings. This is a return to the name: Harbour Investments previously reported a position in IAT as recently as Q4 2025.

Harbour Investments first reported a position in IAT in Q1 2021 and has held it in 20 quarters since. The position peaked at $143K in Q2 2021. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

  • Harbour Investments held 200 shares of iShares US Regional Banks ETF worth $12.4K as of Q2 2026.
  • iShares US Regional Banks ETF was a new Harbour Investments position in Q2 2026.
  • iShares US Regional Banks ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #3236 holding.
  • Harbour Investments first reported a position in iShares US Regional Banks ETF in Q1 2021 and has held it in 20 quarters since.
  • Harbour Investments's iShares US Regional Banks ETF position peaked at $143K in Q2 2021.
  • 173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.