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Next Financial Group’s iShares US Regional Banks ETF IAT Stock Holding History

Next Financial Group’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
2021
Q4 		$528K Buy
8,548
+547
+7% +$34.6K 0.03% 524
2021
Q3 		$485K Buy
8,001
+24
+0.3% +$1.38K 0.04% 481
2021
Q2 		$459K Sell
7,977
-1,106
-12% -$65.6K 0.04% 495
2021
Q1 		$515K Sell
9,083
-1,135
-11% -$60.1K 0.05% 406
2020
Q4 		$463K Buy
10,218
+1,073
+12% +$43.3K 0.04% 394
2020
Q3 		$299K Buy
9,145
+594
+7% +$20K 0.03% 502
2020
Q2 		$289K Buy
8,551
+1,871
+28% +$61K 0.03% 428
2020
Q1 		$193K Buy
6,680
+1,483
+29% +$63.5K 0.02% 545
2019
Q4 		$265K Sell
5,197
-694
-12% -$33.8K 0.03% 586
2019
Q3 		$274K Sell
5,891
-4,433
-43% -$202K 0.03% 544
2019
Q2 		$474K Buy
10,324
+9,112
+752% +$416K 0.05% 358
2019
Q1 		$53K Sell
1,212
-11,081
-90% -$500K 0.01% 713
2018
Q4 		$490K Buy
12,293
+9,728
+379% +$441K 0.1% 221
2018
Q3 		$126K Sell
2,565
-3,411
-57% -$174K 0.06% 299
2018
Q2 		$294K Sell
5,976
-2,321
-28% -$119K 0.11% 202
2018
Q1 		$418K Buy
+8,297
New +$433K 0.09% 244
2017
Q4 		– Sell
-46,638
Closed -$2.18M – 762
2017
Q3 		$2.18M Buy
46,638
+60
+0.1% +$2.71K 0.61% 29
2017
Q2 		$2.12M Buy
46,578
+345
+0.7% +$15.3K 0.52% 36
2017
Q1 		$2.05M Sell
46,233
-1,102
-2% -$50.9K 0.57% 33
2016
Q4 		$2.15M Sell
47,335
-1,740
-4% -$70.4K 0.38% 54
2016
Q3 		$1.73M Sell
49,075
-1,395
-3% -$47.8K 0.31% 67
2016
Q2 		$1.64M Buy
50,470
+1,983
+4% +$66K 0.52% 40
2016
Q1 		$1.54M Buy
48,487
+11,381
+31% +$355K 0.54% 38
2015
Q4 		$1.3M Buy
37,106
+9,481
+34% +$334K 0.48% 44
2015
Q3 		$931K Buy
27,625
+5,717
+26% +$203K 0.33% 78
2015
Q2 		$802K Buy
21,908
+2,012
+10% +$72.1K 0.28% 92
2015
Q1 		$693K Buy
19,896
+3,218
+19% +$109K 0.22% 115
2014
Q4 		$583K Sell
16,678
-1,521
-8% -$51.3K 0.19% 125
2014
Q3 		$603K Buy
+18,199
New +$612K 0.12% 187

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Next Financial Group's IAT Position: Q4 2021 in Review

Next Financial Group increased its iShares US Regional Banks ETF (IAT) stake by 6.8% in Q4 2021, buying an estimated $34.6K and bringing the position to 8,548 shares worth $528K. The position accounts for 0.03% of the portfolio, ranked #524.

Next Financial Group first reported a position in IAT in Q3 2014 and has held it in 29 quarters since. The position peaked at $2.18M in Q3 2017. 162 funds tracked by Wall St. Rank hold IAT as of Q4 2021.

  • Next Financial Group held 8,548 shares of iShares US Regional Banks ETF worth $528K as of Q4 2021.
  • Next Financial Group bought 547 iShares US Regional Banks ETF shares in Q4 2021, an estimated $34.6K.
  • iShares US Regional Banks ETF made up 0.03% of Next Financial Group's portfolio in Q4 2021, its #524 holding.
  • Next Financial Group first reported a position in iShares US Regional Banks ETF in Q3 2014 and has held it in 29 quarters since.
  • Next Financial Group's iShares US Regional Banks ETF position peaked at $2.18M in Q3 2017.
  • 162 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.