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Patriot Financial Group Insurance Agency’s iShares US Regional Banks ETF IAT Stock Holding History

Patriot Financial Group Insurance Agency’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
Q1 		– Sell
-4,938
Closed -$235K – 475
2022
Q4 		$235K Buy
4,938
+702
+17% +$34.5K 0.03% 363
2022
Q3 		$202K Sell
4,236
-112
-3% -$5.82K 0.05% 367
2022
Q2 		$214K Buy
4,348
+37
+0.9% +$1.97K 0.04% 363
2022
Q1 		$254K Sell
4,311
-1,092
-20% -$69.2K 0.05% 365
2021
Q4 		$334K Buy
5,403
+213
+4% +$13.5K 0.06% 325
2021
Q3 		$314K Sell
5,190
-40
-0.8% -$2.3K 0.06% 328
2021
Q2 		$301K Sell
5,230
-91
-2% -$5.4K 0.06% 336
2021
Q1 		$302K Buy
5,321
+706
+15% +$37.4K 0.07% 288
2020
Q4 		$209K Buy
4,615
+1,911
+71% +$77.1K 0.05% 342
2020
Q3 		$89K Buy
2,704
+254
+10% +$8.57K 0.03% 417
2020
Q2 		$83K Sell
2,450
-578
-19% -$18.9K 0.03% 393
2020
Q1 		$88K Sell
3,028
-966
-24% -$41.3K 0.04% 340
2019
Q4 		$204K Buy
3,994
+308
+8% +$15K 0.08% 222
2019
Q3 		$172K Sell
3,686
-1,994
-35% -$90.8K 0.08% 226
2019
Q2 		$260K Sell
5,680
-1,359
-19% -$62K 0.11% 157
2019
Q1 		$304K Buy
7,039
+116
+2% +$5.23K 0.16% 121
2018
Q4 		$276K Sell
6,923
-563
-8% -$25.5K 0.18% 96
2018
Q3 		$367K Buy
7,486
+1,784
+31% +$91.2K 0.22% 72
2018
Q2 		$280K Buy
5,702
+488
+9% +$25K 0.3% 57
2018
Q1 		$257K Buy
5,214
+6
+0.1% +$313 0.19% 111
2017
Q4 		$265K Buy
5,208
+57
+1% +$2.73K 0.2% 101
2017
Q3 		$243K Buy
5,151
+1,594
+45% +$72K 0.22% 92
2017
Q2 		$164K Buy
3,557
+1,156
+48% +$51.4K 0.17% 115
2017
Q1 		$105K Sell
2,401
-303
-11% -$14K 0.11% 146
2016
Q4 		$121K Buy
+2,704
New +$109K 0.17% 123

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UBS Group
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Goldman Sachs
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BIA
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Northwestern Mutual Wealth Management
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
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BB
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Patriot Financial Group Insurance Agency's IAT Position: Q1 2023 in Review

Patriot Financial Group Insurance Agency sold out of iShares US Regional Banks ETF (IAT) in Q1 2023, closing a stake of 4,938 shares — an estimated $235K sold.

Patriot Financial Group Insurance Agency first reported a position in IAT in Q4 2016 and held it in 25 quarters. The position peaked at $367K in Q3 2018. 154 funds tracked by Wall St. Rank hold IAT as of Q1 2023.

  • Patriot Financial Group Insurance Agency reported no remaining iShares US Regional Banks ETF position as of Q1 2023 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 4,938 iShares US Regional Banks ETF shares in Q1 2023, an estimated $235K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares US Regional Banks ETF in Q4 2016 and held it in 25 quarters.
  • Patriot Financial Group Insurance Agency's iShares US Regional Banks ETF position peaked at $367K in Q3 2018.
  • 154 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2023.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2023, filed 20 Apr 2023.