LeJeune Puetz Investment Counsel’s iShares US Regional Banks ETF IAT Stock Holding History

LeJeune Puetz Investment Counsel’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
2022 Q1	–	Sell	-1,820	Closed	-$112K	–	197
2021 Q4	$112K	Hold	1,820	–	–	0.04%	189
2021 Q3	$110K	Hold	1,820	–	–	0.04%	190
2021 Q2	$105K	Hold	1,820	–	–	0.04%	184
2021 Q1	$103K	Buy	+1,820	New	+$96.3K	0.04%	183
2020 Q2	–	Sell	-5,950	Closed	-$172K	–	171
2020 Q1	$172K	Hold	5,950	–	–	0.1%	138
2019 Q4	$303K	Hold	5,950	–	–	0.14%	126
2019 Q3	$277K	Sell	5,950 -800	-12%	-$36.4K	0.14%	126
2019 Q2	$310K	Buy	6,750 +350	+5%	+$16K	0.16%	118
2019 Q1	$278K	Hold	6,400	–	–	0.15%	121
2018 Q4	$255K	Hold	6,400	–	–	0.16%	119
2018 Q3	$314K	Hold	6,400	–	–	0.18%	116
2018 Q2	$315K	Hold	6,400	–	–	0.19%	111
2018 Q1	$322K	Hold	6,400	–	–	0.2%	103
2017 Q4	$315K	Hold	6,400	–	–	0.19%	106
2017 Q3	$302K	Hold	6,400	–	–	0.19%	108
2017 Q2	$292K	Hold	6,400	–	–	0.2%	108
2017 Q1	$287K	Sell	6,400 -600	-9%	-$27.7K	0.21%	107
2016 Q4	$318K	Buy	+7,000	New	+$283K	0.24%	100

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

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

LeJeune Puetz Investment Counsel's IAT Position: Q1 2022 in Review

LeJeune Puetz Investment Counsel sold out of iShares US Regional Banks ETF (IAT) in Q1 2022, closing a stake of 1,820 shares — an estimated $112K sold.

LeJeune Puetz Investment Counsel first reported a position in IAT in Q4 2016 and held it in 18 quarters. The position peaked at $322K in Q1 2018. 169 funds tracked by Wall St. Rank hold IAT as of Q1 2022.

LeJeune Puetz Investment Counsel reported no remaining iShares US Regional Banks ETF position as of Q1 2022 after selling out during the quarter.
LeJeune Puetz Investment Counsel sold 1,820 iShares US Regional Banks ETF shares in Q1 2022, an estimated $112K.
LeJeune Puetz Investment Counsel first reported a position in iShares US Regional Banks ETF in Q4 2016 and held it in 18 quarters.
LeJeune Puetz Investment Counsel's iShares US Regional Banks ETF position peaked at $322K in Q1 2018.
169 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2022.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q1 2022, filed 2 May 2022.