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Parkside Financial Bank & Trust’s iShares US Regional Banks ETF IAT Stock Holding History

Parkside Financial Bank & Trust’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
2023
Q2 		– Sell
-19
Closed -$681 – 2054
2023
Q1 		$681 Hold
19
– – ﹤0.01% 1878
2022
Q4 		$905 Buy
+19
New +$933 ﹤0.01% 1856

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Parkside Financial Bank & Trust's IAT Position: Q2 2023 in Review

Parkside Financial Bank & Trust sold out of iShares US Regional Banks ETF (IAT) in Q2 2023, closing a stake of 19 shares — an estimated $681 sold.

Parkside Financial Bank & Trust first reported a position in IAT in Q4 2022 and held it in 2 quarters. The position peaked at $905 in Q4 2022. 156 funds tracked by Wall St. Rank hold IAT as of Q2 2023.

  • Parkside Financial Bank & Trust reported no remaining iShares US Regional Banks ETF position as of Q2 2023 after selling out during the quarter.
  • Parkside Financial Bank & Trust sold 19 iShares US Regional Banks ETF shares in Q2 2023, an estimated $681.
  • Parkside Financial Bank & Trust first reported a position in iShares US Regional Banks ETF in Q4 2022 and held it in 2 quarters.
  • Parkside Financial Bank & Trust's iShares US Regional Banks ETF position peaked at $905 in Q4 2022.
  • 156 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2023.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2023, filed 15 Aug 2023.