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OneDigital Investment Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

OneDigital Investment 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
2020
Q3 		– Sell
-6,232
Closed -$211K – 689
2020
Q2 		$211K Buy
+6,232
New +$203K 0.02% 534

Other funds holding IAT

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

OneDigital Investment Advisors's IAT Position: Q3 2020 in Review

OneDigital Investment Advisors sold out of iShares US Regional Banks ETF (IAT) in Q3 2020, closing a stake of 6,232 shares — an estimated $211K sold.

OneDigital Investment Advisors first reported a position in IAT in Q2 2020 and held it in 1 quarter. The position peaked at $211K in Q2 2020. 93 funds tracked by Wall St. Rank hold IAT as of Q3 2020.

  • OneDigital Investment Advisors reported no remaining iShares US Regional Banks ETF position as of Q3 2020 after selling out during the quarter.
  • OneDigital Investment Advisors sold 6,232 iShares US Regional Banks ETF shares in Q3 2020, an estimated $211K.
  • OneDigital Investment Advisors first reported a position in iShares US Regional Banks ETF in Q2 2020 and held it in 1 quarter.
  • OneDigital Investment Advisors's iShares US Regional Banks ETF position peaked at $211K in Q2 2020.
  • 93 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2020.

Based on OneDigital Investment Advisors's 13F filing for Q3 2020, filed 9 Oct 2020.