Lehman & Derafelo Financial Resources’s iShares US Regional Banks ETF IAT Stock Holding History

Lehman & Derafelo Financial Resources’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
2020 Q2	–	Sell	-307	Closed	-$9K	–	256
2020 Q1	$9K	Hold	307	–	–	﹤0.01%	160
2019 Q4	$16K	Hold	307	–	–	0.01%	163
2019 Q3	$14K	Hold	307	–	–	0.01%	154
2019 Q2	$14K	Hold	307	–	–	0.01%	148
2019 Q1	$13K	Hold	307	–	–	0.01%	150
2018 Q4	$12K	Buy	+307	New	+$13.9K	0.01%	140

Other funds holding IAT

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

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

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

Lehman & Derafelo Financial Resources's IAT Position: Q2 2020 in Review

Lehman & Derafelo Financial Resources sold out of iShares US Regional Banks ETF (IAT) in Q2 2020, closing a stake of 307 shares — an estimated $9K sold.

Lehman & Derafelo Financial Resources first reported a position in IAT in Q4 2018 and held it in 6 quarters. The position peaked at $16K in Q4 2019. 96 funds tracked by Wall St. Rank hold IAT as of Q2 2020.

Lehman & Derafelo Financial Resources reported no remaining iShares US Regional Banks ETF position as of Q2 2020 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 307 iShares US Regional Banks ETF shares in Q2 2020, an estimated $9K.
Lehman & Derafelo Financial Resources first reported a position in iShares US Regional Banks ETF in Q4 2018 and held it in 6 quarters.
Lehman & Derafelo Financial Resources's iShares US Regional Banks ETF position peaked at $16K in Q4 2019.
96 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2020.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q2 2020, filed 30 Jul 2020.