Independence Bank of Kentucky’s iShares US Regional Banks ETF IAT Stock Holding History

Independence Bank of Kentucky’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
2021 Q3	–	Sell	-400	Closed	-$23K	–	403
2021 Q2	$23K	Hold	400	–	–	0.01%	292
2021 Q1	$23K	Hold	400	–	–	0.01%	286
2020 Q4	$18K	Hold	400	–	–	0.01%	294
2020 Q3	$13K	Hold	400	–	–	0.01%	299
2020 Q2	$14K	Hold	400	–	–	0.01%	272
2020 Q1	$12K	Hold	400	–	–	0.01%	273
2019 Q4	$20K	Hold	400	–	–	0.01%	266
2019 Q3	$19K	Hold	400	–	–	0.01%	264
2019 Q2	$18K	Hold	400	–	–	0.01%	234
2019 Q1	$17K	Hold	400	–	–	0.01%	237
2018 Q4	$16K	Sell	400 -600	-60%	-$27.2K	0.01%	236
2018 Q3	$49K	Hold	1,000	–	–	0.04%	182
2018 Q2	$49K	Hold	1,000	–	–	0.04%	165
2018 Q1	$50K	Hold	1,000	–	–	0.04%	166
2017 Q4	$49K	Buy	+1,000	New	+$48K	0.04%	169

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

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Independence Bank of Kentucky's IAT Position: Q3 2021 in Review

Independence Bank of Kentucky sold out of iShares US Regional Banks ETF (IAT) in Q3 2021, closing a stake of 400 shares — an estimated $23K sold.

Independence Bank of Kentucky first reported a position in IAT in Q4 2017 and held it in 15 quarters. The position peaked at $50K in Q1 2018. 133 funds tracked by Wall St. Rank hold IAT as of Q3 2021.

Independence Bank of Kentucky reported no remaining iShares US Regional Banks ETF position as of Q3 2021 after selling out during the quarter.
Independence Bank of Kentucky sold 400 iShares US Regional Banks ETF shares in Q3 2021, an estimated $23K.
Independence Bank of Kentucky first reported a position in iShares US Regional Banks ETF in Q4 2017 and held it in 15 quarters.
Independence Bank of Kentucky's iShares US Regional Banks ETF position peaked at $50K in Q1 2018.
133 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2021.

Based on Independence Bank of Kentucky's 13F filing for Q3 2021, filed 26 Oct 2021.