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

HFG 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
2022 Q2	–	Sell	-4,952	Closed	-$292K	–	89
2022 Q1	$292K	Buy	+4,952	New	+$314K	0.33%	65

Other funds holding IAT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HFG Advisors's IAT Position: Q2 2022 in Review

HFG Advisors sold out of iShares US Regional Banks ETF (IAT) in Q2 2022, closing a stake of 4,952 shares — an estimated $292K sold.

HFG Advisors first reported a position in IAT in Q1 2022 and held it in 1 quarter. The position peaked at $292K in Q1 2022. 140 funds tracked by Wall St. Rank hold IAT as of Q2 2022.

HFG Advisors reported no remaining iShares US Regional Banks ETF position as of Q2 2022 after selling out during the quarter.
HFG Advisors sold 4,952 iShares US Regional Banks ETF shares in Q2 2022, an estimated $292K.
HFG Advisors first reported a position in iShares US Regional Banks ETF in Q1 2022 and held it in 1 quarter.
HFG Advisors's iShares US Regional Banks ETF position peaked at $292K in Q1 2022.
140 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2022.

Based on HFG Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.