NBC Securities’s iShares US Regional Banks ETF IAT Stock Holding History

NBC Securities’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	$80.3K	Sell	1,290 -202	-14%	-$11.7K	0.01%	1141
2026 Q1	$80.4K	Buy	1,492 +1	+0.1%	+$57	0.01%	1152
2025 Q4	$82.3K	Buy	1,491 +2	+0.1%	+$104	0.01%	1145
2025 Q3	$78.3K	Buy	1,489 +1	+0.1%	+$52	0.01%	1161
2025 Q2	$73K	Sell	1,488 -262	-15%	-$11.9K	0.01%	1179
2025 Q1	$81K	Buy	1,750 +1,749	+174,900%	+$87.7K	0.01%	1027
2024 Q4	$88	Sell	1 -1,746	-100%	-$90.2K	0.01%	947
2024 Q3	$83K	Buy	1,747 +1	+0.1%	+$46	0.01%	1037
2024 Q2	$72K	Buy	1,746 +2	+0.1%	+$83	0.01%	1033
2024 Q1	$75K	Sell	1,744 -49	-3%	-$2.01K	0.01%	1019
2023 Q4	$75K	Buy	1,793 +1,148	+178%	+$41.2K	0.01%	1019
2023 Q3	$21K	Buy	+645	New	+$23.2K	﹤0.01%	1429

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

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 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

NBC Securities's IAT Position: Q2 2026 in Review

NBC Securities reduced its iShares US Regional Banks ETF (IAT) stake by 14% in Q2 2026, selling an estimated $11.7K and leaving 1,290 shares worth $80.3K. The position accounts for 0.01% of the portfolio, ranked #1141.

NBC Securities first reported a position in IAT in Q3 2023 and has held it in 12 quarters since. The position peaked at $83K in Q3 2024. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

NBC Securities held 1,290 shares of iShares US Regional Banks ETF worth $80.3K as of Q2 2026.
NBC Securities sold 202 iShares US Regional Banks ETF shares in Q2 2026, an estimated $11.7K.
iShares US Regional Banks ETF made up 0.01% of NBC Securities's portfolio in Q2 2026, its #1141 holding.
NBC Securities first reported a position in iShares US Regional Banks ETF in Q3 2023 and has held it in 12 quarters since.
NBC Securities's iShares US Regional Banks ETF position peaked at $83K in Q3 2024.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.