Kestra Advisory Services’s iShares US Regional Banks ETF IAT Stock Holding History

Kestra Advisory Services’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 Q1	–	Sell	-746	Closed	-$41.1K	–	3705
2025 Q4	$41.1K	Buy	+746	New	+$38.7K	﹤0.01%	4070
2022 Q3	–	Sell	-54,487	Closed	-$2.69M	–	2165
2022 Q2	$2.69M	Sell	54,487 -4,187	-7%	-$223K	0.03%	562
2022 Q1	$3.46M	Buy	58,674 +16,038	+38%	+$1.02M	0.04%	484
2021 Q4	$2.63M	Sell	42,636 -827	-2%	-$52.3K	0.03%	590
2021 Q3	$2.63M	Buy	+43,463	New	+$2.5M	0.03%	600
2021 Q1	–	Sell	-5,655	Closed	-$254K	–	1945
2020 Q4	$254K	Buy	+5,655	New	+$228K	﹤0.01%	1558

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

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

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

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

Kestra Advisory Services's IAT Position: Q1 2026 in Review

Kestra Advisory Services sold out of iShares US Regional Banks ETF (IAT) in Q1 2026, closing a stake of 746 shares — an estimated $41.1K sold.

Kestra Advisory Services first reported a position in IAT in Q4 2020 and held it in 6 quarters. The position peaked at $3.46M in Q1 2022. 166 funds tracked by Wall St. Rank hold IAT as of Q1 2026.

Kestra Advisory Services reported no remaining iShares US Regional Banks ETF position as of Q1 2026 after selling out during the quarter.
Kestra Advisory Services sold 746 iShares US Regional Banks ETF shares in Q1 2026, an estimated $41.1K.
Kestra Advisory Services first reported a position in iShares US Regional Banks ETF in Q4 2020 and held it in 6 quarters.
Kestra Advisory Services's iShares US Regional Banks ETF position peaked at $3.46M in Q1 2022.
166 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.