MGB Wealth Management’s iShares US Regional Banks ETF IAT Stock Holding History

MGB Wealth Management’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
2025 Q4	$74.5K	Buy	1,351 +1	+0.1%	+$52	0.02%	255
2025 Q3	$70.9K	Hold	1,350	–	–	0.02%	259
2025 Q2	$66.9K	Hold	1,350	–	–	0.02%	255
2025 Q1	$63K	Hold	1,350	–	–	0.02%	246
2024 Q4	$68K	Hold	1,350	–	–	0.02%	234
2024 Q3	$64.2K	Hold	1,350	–	–	0.02%	230
2024 Q2	$59.1K	Hold	1,350	–	–	0.02%	231
2024 Q1	$58.6K	Hold	1,350	–	–	0.02%	221
2023 Q4	$56.5K	Buy	+1,350	New	+$48.4K	0.03%	217

Other funds holding IAT

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

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

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

GHA

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

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

MGB Wealth Management's IAT Position: Q4 2025 in Review

MGB Wealth Management increased its iShares US Regional Banks ETF (IAT) stake by 0.07% in Q4 2025, buying an estimated $52 and bringing the position to 1,351 shares worth $74.5K. The position accounts for 0.02% of the portfolio, ranked #255.

MGB Wealth Management first reported a position in IAT in Q4 2023 and has held it in 9 quarters since. 172 funds tracked by Wall St. Rank hold IAT as of Q4 2025.

MGB Wealth Management held 1,351 shares of iShares US Regional Banks ETF worth $74.5K as of Q4 2025.
MGB Wealth Management bought 1 iShares US Regional Banks ETF share in Q4 2025, an estimated $52.
iShares US Regional Banks ETF made up 0.02% of MGB Wealth Management's portfolio in Q4 2025, its #255 holding.
MGB Wealth Management first reported a position in iShares US Regional Banks ETF in Q4 2023 and has held it in 9 quarters since.
172 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2025.

Based on MGB Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.