LBA Wealth Management’s iShares US Regional Banks ETF IAT Stock Holding History

LBA Wealth Management’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
2017 Q1	$4K	Hold	95	–	–	﹤0.01%	376
2016 Q4	$4K	Hold	95	–	–	﹤0.01%	379
2016 Q3	$3K	Hold	95	–	–	﹤0.01%	405
2016 Q2	$3K	Hold	95	–	–	﹤0.01%	389
2016 Q1	$3K	Hold	95	–	–	﹤0.01%	379
2015 Q4	$3K	Hold	95	–	–	﹤0.01%	367
2015 Q3	$3K	Hold	95	–	–	﹤0.01%	306
2015 Q2	$3K	Hold	95	–	–	﹤0.01%	289
2015 Q1	$3K	Hold	95	–	–	﹤0.01%	282
2014 Q4	$3K	Hold	95	–	–	﹤0.01%	268
2014 Q3	$3K	Hold	95	–	–	﹤0.01%	377
2014 Q2	$3K	Hold	95	–	–	﹤0.01%	241
2014 Q1	$3K	Sell	95 -101	-52%	-$3.38K	﹤0.01%	233
2013 Q4	$6K	Buy	+196	New	+$6.18K	﹤0.01%	237

Other funds holding IAT

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

BCM

BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

LBA Wealth Management's IAT Position: Q1 2017 in Review

LBA Wealth Management held its iShares US Regional Banks ETF (IAT) position steady in Q1 2017 at 95 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

LBA Wealth Management first reported a position in IAT in Q4 2013 and has held it in 14 quarters since. The position peaked at $6K in Q4 2013. 124 funds tracked by Wall St. Rank hold IAT as of Q1 2017.

LBA Wealth Management held 95 shares of iShares US Regional Banks ETF worth $4K as of Q1 2017.
LBA Wealth Management left its iShares US Regional Banks ETF share count unchanged in Q1 2017.
iShares US Regional Banks ETF made up ﹤0.01% of LBA Wealth Management's portfolio in Q1 2017, its #376 holding.
LBA Wealth Management first reported a position in iShares US Regional Banks ETF in Q4 2013 and has held it in 14 quarters since.
LBA Wealth Management's iShares US Regional Banks ETF position peaked at $6K in Q4 2013.
124 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2017.

Based on LBA Wealth Management's 13F filing for Q1 2017, filed 9 May 2017.