Private Ocean’s iShares US Regional Banks ETF IAT Stock Holding History

Private Ocean’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	-13	Closed	-$620	–	633
2022 Q4	$620	Buy	+13	New	+$638	﹤0.01%	522
2019 Q4	–	Sell	-20	Closed	-$1K	–	552
2019 Q3	$1K	Buy	+20	New	+$910	﹤0.01%	570

Other funds holding IAT

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

Private Ocean's IAT Position: Q1 2023 in Review

Private Ocean sold out of iShares US Regional Banks ETF (IAT) in Q1 2023, closing a stake of 13 shares — an estimated $620 sold.

Private Ocean first reported a position in IAT in Q3 2019 and held it in 2 quarters. The position peaked at $1K in Q3 2019. 154 funds tracked by Wall St. Rank hold IAT as of Q1 2023.

Private Ocean reported no remaining iShares US Regional Banks ETF position as of Q1 2023 after selling out during the quarter.
Private Ocean sold 13 iShares US Regional Banks ETF shares in Q1 2023, an estimated $620.
Private Ocean first reported a position in iShares US Regional Banks ETF in Q3 2019 and held it in 2 quarters.
Private Ocean's iShares US Regional Banks ETF position peaked at $1K in Q3 2019.
154 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2023.

Based on Private Ocean's 13F filing for Q1 2023, filed 21 Apr 2023.