KAS
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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $25.5B AUM 19.2% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.1B AUM 21.09% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return