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

Magnolia Capital 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
Q1 		– Sell
-3,735
Closed -$206K – 289
2025
Q4 		$206K Buy
+3,735
New +$194K 0.04% 257

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Magnolia Capital Advisors's IAT Position: Q1 2026 in Review

Magnolia Capital Advisors sold out of iShares US Regional Banks ETF (IAT) in Q1 2026, closing a stake of 3,735 shares — an estimated $206K sold.

Magnolia Capital Advisors first reported a position in IAT in Q4 2025 and held it in 1 quarter. The position peaked at $206K in Q4 2025. 168 funds tracked by Wall St. Rank hold IAT as of Q1 2026.

  • Magnolia Capital Advisors reported no remaining iShares US Regional Banks ETF position as of Q1 2026 after selling out during the quarter.
  • Magnolia Capital Advisors sold 3,735 iShares US Regional Banks ETF shares in Q1 2026, an estimated $206K.
  • Magnolia Capital Advisors first reported a position in iShares US Regional Banks ETF in Q4 2025 and held it in 1 quarter.
  • Magnolia Capital Advisors's iShares US Regional Banks ETF position peaked at $206K in Q4 2025.
  • 168 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2026.

Based on Magnolia Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.