Pinnacle Wealth Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

Pinnacle Wealth 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
2021 Q2	$262K	Buy	+4,565	New	+$271K	0.01%	323

Other funds holding IAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Pinnacle Wealth Advisors's IAT Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in iShares US Regional Banks ETF (IAT) in Q2 2021: 4,565 shares worth $262K. The stake represents 0.01% of the portfolio and ranks #323 among its holdings.

133 funds tracked by Wall St. Rank hold IAT as of Q2 2021.

Pinnacle Wealth Advisors held 4,565 shares of iShares US Regional Banks ETF worth $262K as of Q2 2021.
iShares US Regional Banks ETF was a new Pinnacle Wealth Advisors position in Q2 2021.
iShares US Regional Banks ETF made up 0.01% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #323 holding.
133 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.