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

Kestra Private Wealth 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
2025 Q4	–	Sell	-6,411	Closed	-$337K	–	1761
2025 Q3	$337K	Buy	6,411 +110	+2%	+$5.73K	﹤0.01%	1305
2025 Q2	$312K	Sell	6,301 -1,132	-15%	-$51.5K	﹤0.01%	1262
2025 Q1	$347K	Buy	+7,433	New	+$373K	0.01%	1133
2022 Q2	–	Sell	-5,258	Closed	-$310K	–	964
2022 Q1	$310K	Buy	5,258 +67	+1%	+$4.25K	0.02%	738
2021 Q4	$321K	Sell	5,191 -1,214	-19%	-$76.7K	0.02%	742
2021 Q3	$388K	Buy	+6,405	New	+$369K	0.02%	614

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

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 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

Kestra Private Wealth Services's IAT Position: Q4 2025 in Review

Kestra Private Wealth Services sold out of iShares US Regional Banks ETF (IAT) in Q4 2025, closing a stake of 6,411 shares — an estimated $337K sold.

Kestra Private Wealth Services first reported a position in IAT in Q3 2021 and held it in 6 quarters. The position peaked at $388K in Q3 2021. 174 funds tracked by Wall St. Rank hold IAT as of Q4 2025.

Kestra Private Wealth Services reported no remaining iShares US Regional Banks ETF position as of Q4 2025 after selling out during the quarter.
Kestra Private Wealth Services sold 6,411 iShares US Regional Banks ETF shares in Q4 2025, an estimated $337K.
Kestra Private Wealth Services first reported a position in iShares US Regional Banks ETF in Q3 2021 and held it in 6 quarters.
Kestra Private Wealth Services's iShares US Regional Banks ETF position peaked at $388K in Q3 2021.
174 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2025.

Based on Kestra Private Wealth Services's 13F filing for Q4 2025, filed 29 Jan 2026.