Lido Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

Lido Advisors’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 Q2	$11.8M	Sell	190,193 -745	-0.4%	-$43.3K	0.03%	316
2026 Q1	$10.3M	Buy	+190,938	New	+$10.8M	0.03%	314

Other funds holding IAT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Lido Advisors's IAT Position: Q2 2026 in Review

Lido Advisors reduced its iShares US Regional Banks ETF (IAT) stake by 0.39% in Q2 2026, selling an estimated $43.3K and leaving 190,193 shares worth $11.8M. The position accounts for 0.03% of the portfolio, ranked #316.

Lido Advisors first reported a position in IAT in Q1 2026 and has held it in 2 quarters since. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Lido Advisors held 190,193 shares of iShares US Regional Banks ETF worth $11.8M as of Q2 2026.
Lido Advisors sold 745 iShares US Regional Banks ETF shares in Q2 2026, an estimated $43.3K.
iShares US Regional Banks ETF made up 0.03% of Lido Advisors's portfolio in Q2 2026, its #316 holding.
Lido Advisors first reported a position in iShares US Regional Banks ETF in Q1 2026 and has held it in 2 quarters since.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.