Jain Global’s iShares US Regional Banks ETF IAT Stock Holding History

Jain Global’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
2025 Q4	–	Sell	-67,469	Closed	-$3.54M	–	1344
2025 Q3	$3.54M	Buy	+67,469	New	+$3.52M	0.02%	428

Other funds holding IAT

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

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

GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Jain Global's IAT Position: Q4 2025 in Review

Jain Global sold out of iShares US Regional Banks ETF (IAT) in Q4 2025, closing a stake of 67,469 shares — an estimated $3.54M sold.

Jain Global first reported a position in IAT in Q3 2025 and held it in 1 quarter. The position peaked at $3.54M in Q3 2025. 174 funds tracked by Wall St. Rank hold IAT as of Q4 2025.

Jain Global reported no remaining iShares US Regional Banks ETF position as of Q4 2025 after selling out during the quarter.
Jain Global sold 67,469 iShares US Regional Banks ETF shares in Q4 2025, an estimated $3.54M.
Jain Global first reported a position in iShares US Regional Banks ETF in Q3 2025 and held it in 1 quarter.
Jain Global's iShares US Regional Banks ETF position peaked at $3.54M in Q3 2025.
174 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2025.

Based on Jain Global's 13F filing for Q4 2025, filed 17 Feb 2026.