Mariner
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Mariner’s iShares US Regional Banks ETF IAT Stock Holding History

Mariner’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
-4,776
Closed -$263K – 3682
2025
Q4 		$263K Sell
4,776
-25,683
-84% -$1.33M ﹤0.01% 2951
2025
Q3 		$1.6M Buy
30,459
+3,273
+12% +$171K ﹤0.01% 1572
2025
Q2 		$1.35M Buy
27,186
+4,106
+18% +$187K ﹤0.01% 1599
2025
Q1 		$1.08M Sell
23,080
-650
-3% -$32.6K ﹤0.01% 1638
2024
Q4 		$1.2M Sell
23,730
-2,285
-9% -$118K ﹤0.01% 1534
2024
Q3 		$1.24M Buy
+26,015
New +$1.2M ﹤0.01% 1462
2024
Q2 		– Sell
-5,172
Closed -$224K – 3226
2024
Q1 		$224K Sell
5,172
-891
-15% -$36.5K ﹤0.01% 2667
2023
Q4 		$254K Buy
+6,063
New +$218K ﹤0.01% 2491
2023
Q3 		– Sell
-14,455
Closed -$489K – 2960
2023
Q2 		$489K Buy
14,455
+1,309
+10% +$44K ﹤0.01% 1763
2023
Q1 		$471K Sell
13,146
-255
-2% -$11.9K ﹤0.01% 1739
2022
Q4 		$638K Buy
+13,401
New +$658K ﹤0.01% 1501
2016
Q4 		– Sell
-100
Closed -$4K – 667
2016
Q3 		$4K Buy
+100
New +$3.43K ﹤0.01% 765

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return
GHA
GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Mariner's IAT Position: Q1 2026 in Review

Mariner sold out of iShares US Regional Banks ETF (IAT) in Q1 2026, closing a stake of 4,776 shares — an estimated $263K sold.

Mariner first reported a position in IAT in Q3 2016 and held it in 12 quarters. The position peaked at $1.6M in Q3 2025. 166 funds tracked by Wall St. Rank hold IAT as of Q1 2026.

  • Mariner reported no remaining iShares US Regional Banks ETF position as of Q1 2026 after selling out during the quarter.
  • Mariner sold 4,776 iShares US Regional Banks ETF shares in Q1 2026, an estimated $263K.
  • Mariner first reported a position in iShares US Regional Banks ETF in Q3 2016 and held it in 12 quarters.
  • Mariner's iShares US Regional Banks ETF position peaked at $1.6M in Q3 2025.
  • 166 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2026.

Based on Mariner's 13F filing for Q1 2026, filed 13 May 2026.