Jeff Yass’s iShares US Regional Banks ETF IAT Stock Holding History

Jeff Yass’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	$819K	Sell	13,163 -22,258	-63%	-$1.29M	﹤0.01%	8722
2026 Q1	$1.91M	Sell	35,421 -5,454	-13%	-$309K	﹤0.01%	6290
2025 Q4	$2.25M	Buy	40,875 +2,096	+5%	+$109K	﹤0.01%	5397
2025 Q3	$2.04M	Buy	38,779 +8,116	+26%	+$423K	﹤0.01%	5758
2025 Q2	$1.52M	Sell	30,663 -30,469	-50%	-$1.39M	﹤0.01%	6406
2025 Q1	$2.85M	Buy	61,132 +46,822	+327%	+$2.35M	﹤0.01%	4755
2024 Q4	$721K	Sell	14,310 -32,218	-69%	-$1.66M	﹤0.01%	7752
2024 Q3	$2.21M	Buy	46,528 +20,762	+81%	+$956K	﹤0.01%	5070
2024 Q2	$1.07M	Sell	25,766 -27,394	-52%	-$1.13M	﹤0.01%	6414
2024 Q1	$2.31M	Buy	53,160 +18,118	+52%	+$743K	﹤0.01%	5013
2023 Q4	$1.47M	Sell	35,042 -10,519	-23%	-$377K	﹤0.01%	6064
2023 Q3	$1.53M	Buy	45,561 +16,323	+56%	+$587K	﹤0.01%	5689
2023 Q2	$990K	Buy	29,238 +11,143	+62%	+$374K	﹤0.01%	6706
2023 Q1	$648K	Sell	18,095 -27,820	-61%	-$1.3M	﹤0.01%	7931
2022 Q4	$2.19M	Buy	45,915 +31,547	+220%	+$1.55M	﹤0.01%	4533
2022 Q3	$686K	Buy	14,368 +2,594	+22%	+$135K	﹤0.01%	7621
2022 Q2	$580K	Buy	11,774 +7,205	+158%	+$384K	﹤0.01%	7885
2022 Q1	$269K	Sell	4,569 -4,030	-47%	-$255K	﹤0.01%	10533
2021 Q4	$531K	Sell	8,599 -20,087	-70%	-$1.27M	﹤0.01%	9024
2021 Q3	$1.74M	Sell	28,686 -22,449	-44%	-$1.29M	﹤0.01%	6155
2021 Q2	$2.94M	Buy	51,135 +30,154	+144%	+$1.79M	﹤0.01%	5065
2021 Q1	$1.19M	Sell	20,981 -3,909	-16%	-$207K	﹤0.01%	7260
2020 Q4	$1.13M	Buy	24,890 +16,468	+196%	+$664K	﹤0.01%	6436
2020 Q3	$276K	Sell	8,422 -8,987	-52%	-$303K	﹤0.01%	8878
2020 Q2	$589K	Sell	17,409 -44,321	-72%	-$1.45M	﹤0.01%	7024
2020 Q1	$1.78M	Buy	61,730 +7,035	+13%	+$301K	﹤0.01%	4172
2019 Q4	$2.79M	Buy	54,695 +18,697	+52%	+$911K	﹤0.01%	3811
2019 Q3	$1.68M	Buy	35,998 +28,104	+356%	+$1.28M	﹤0.01%	4587
2019 Q2	$362K	Buy	+7,894	New	+$360K	﹤0.01%	7933
2018 Q4	–	Sell	-32,492	Closed	-$1.47M	–	9368
2018 Q3	$1.59M	Sell	32,492 -145	-0.4%	-$7.41K	﹤0.01%	4371
2018 Q2	$1.6M	Sell	32,637 -2,607	-7%	-$133K	﹤0.01%	4419
2018 Q1	$1.77M	Buy	+35,244	New	+$1.84M	﹤0.01%	4150
2017 Q4	–	Sell	-12,031	Closed	-$577K	–	9529
2017 Q3	$568K	Sell	12,031 -8,083	-40%	-$365K	﹤0.01%	6304
2017 Q2	$916K	Buy	+20,114	New	+$895K	﹤0.01%	5444
2017 Q1	–	Sell	-33,319	Closed	-$1.54M	–	9374
2016 Q4	$1.51M	Buy	33,319 +3,998	+14%	+$162K	﹤0.01%	4648
2016 Q3	$1.03M	Sell	29,321 -93,699	-76%	-$3.21M	﹤0.01%	4746
2016 Q2	$3.99M	Buy	123,020 +68,483	+126%	+$2.28M	﹤0.01%	2505
2016 Q1	$1.73M	Buy	54,537 +46,807	+606%	+$1.46M	﹤0.01%	4045
2015 Q4	$270K	Sell	7,730 -8,214	-52%	-$290K	﹤0.01%	7888
2015 Q3	$538K	Sell	15,944 -37,233	-70%	-$1.32M	﹤0.01%	6978
2015 Q2	$1.95M	Sell	53,177 -20,905	-28%	-$750K	﹤0.01%	4772
2015 Q1	$2.58M	Buy	74,082 +42,161	+132%	+$1.43M	﹤0.01%	3813
2014 Q4	$1.12M	Sell	31,921 -7,762	-20%	-$262K	﹤0.01%	5641
2014 Q3	$1.31M	Buy	39,683 +32,950	+489%	+$1.11M	﹤0.01%	5390
2014 Q2	$233K	Buy	+6,733	New	+$227K	﹤0.01%	8810
2014 Q1	–	Sell	-12,595	Closed	-$421K	–	9116
2013 Q4	$416K	Buy	+12,595	New	+$397K	﹤0.01%	7044
2013 Q3	–	Sell	-13,267	Closed	-$406K	–	8557
2013 Q2	$388K	Buy	+13,267	New	+$366K	﹤0.01%	6409

Other funds holding IAT

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

Wells Fargo San Francisco, California $617B AUM 30.33% 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

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

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 Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Jeff Yass's IAT Position: Q2 2026 in Review

Jeff Yass reduced its iShares US Regional Banks ETF (IAT) stake by 63% in Q2 2026, selling an estimated $1.29M and leaving 13,163 shares worth $819K. The position accounts for ﹤0.01% of the portfolio, ranked #8722.

Jeff Yass first reported a position in IAT in Q2 2013 and has held it in 47 quarters since. The position peaked at $3.99M in Q2 2016. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Jeff Yass held 13,163 shares of iShares US Regional Banks ETF worth $819K as of Q2 2026.
Jeff Yass sold 22,258 iShares US Regional Banks ETF shares in Q2 2026, an estimated $1.29M.
iShares US Regional Banks ETF made up ﹤0.01% of Jeff Yass's portfolio in Q2 2026, its #8722 holding.
Jeff Yass first reported a position in iShares US Regional Banks ETF in Q2 2013 and has held it in 47 quarters since.
Jeff Yass's iShares US Regional Banks ETF position peaked at $3.99M in Q2 2016.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Susquehanna International Group's 13F filing for Q2 2026, filed 14 Aug 2026.