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Isthmus Partners’s iShares US Regional Banks ETF IAT Stock Holding History

Isthmus Partners’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
2020
Q2 		– Sell
-9,600
Closed -$278K – 141
2020
Q1 		$278K Buy
+9,600
New +$411K 0.09% 120

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Isthmus Partners's IAT Position: Q2 2020 in Review

Isthmus Partners sold out of iShares US Regional Banks ETF (IAT) in Q2 2020, closing a stake of 9,600 shares — an estimated $278K sold.

Isthmus Partners first reported a position in IAT in Q1 2020 and held it in 1 quarter. The position peaked at $278K in Q1 2020. 96 funds tracked by Wall St. Rank hold IAT as of Q2 2020.

  • Isthmus Partners reported no remaining iShares US Regional Banks ETF position as of Q2 2020 after selling out during the quarter.
  • Isthmus Partners sold 9,600 iShares US Regional Banks ETF shares in Q2 2020, an estimated $278K.
  • Isthmus Partners first reported a position in iShares US Regional Banks ETF in Q1 2020 and held it in 1 quarter.
  • Isthmus Partners's iShares US Regional Banks ETF position peaked at $278K in Q1 2020.
  • 96 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2020.

Based on Isthmus Partners's 13F filing for Q2 2020, filed 10 Aug 2020.