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

Park Avenue 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	$423K	Sell	6,804 -2,298	-25%	-$134K	﹤0.01%	1369
2026 Q1	$490K	Sell	9,102 -1,167	-11%	-$66.2K	﹤0.01%	1117
2025 Q4	$566K	Sell	10,269 -2,103	-17%	-$109K	﹤0.01%	1042
2025 Q3	$650K	Buy	12,372 +1,163	+10%	+$60.6K	0.01%	1062
2025 Q2	$555K	Buy	11,209 +408	+4%	+$18.6K	0.01%	1023
2025 Q1	$504K	Buy	10,801 +741	+7%	+$37.2K	0.01%	852
2024 Q4	$507K	Buy	+10,060	New	+$520K	0.01%	1067

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

Park Avenue Securities's IAT Position: Q2 2026 in Review

Park Avenue Securities reduced its iShares US Regional Banks ETF (IAT) stake by 25% in Q2 2026, selling an estimated $134K and leaving 6,804 shares worth $423K. The position accounts for ﹤0.01% of the portfolio, ranked #1369.

Park Avenue Securities first reported a position in IAT in Q4 2024 and has held it in 7 quarters since. The position peaked at $650K in Q3 2025. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Park Avenue Securities held 6,804 shares of iShares US Regional Banks ETF worth $423K as of Q2 2026.
Park Avenue Securities sold 2,298 iShares US Regional Banks ETF shares in Q2 2026, an estimated $134K.
iShares US Regional Banks ETF made up ﹤0.01% of Park Avenue Securities's portfolio in Q2 2026, its #1369 holding.
Park Avenue Securities first reported a position in iShares US Regional Banks ETF in Q4 2024 and has held it in 7 quarters since.
Park Avenue Securities's iShares US Regional Banks ETF position peaked at $650K in Q3 2025.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Park Avenue Securities's 13F filing for Q2 2026, filed 20 Jul 2026.