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

Private Trust Company’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 		– Sell
-700
Closed -$37.7K – 2745
2026
Q1 		$37.7K Hold
700
– – ﹤0.01% 1428
2025
Q4 		$38.6K Hold
700
– – ﹤0.01% 1386
2025
Q3 		$36.8K Hold
700
– – ﹤0.01% 1390
2025
Q2 		$34.7K Sell
700
-73
-9% -$3.32K ﹤0.01% 1359
2025
Q1 		$36K Sell
773
-141
-15% -$7.07K ﹤0.01% 1323
2024
Q4 		$46K Buy
914
+77
+9% +$3.98K ﹤0.01% 1200
2024
Q3 		$39.8K Sell
837
-2
-0.2% -$92 ﹤0.01% 1223
2024
Q2 		$34.8K Sell
839
-1
-0.1% -$41 ﹤0.01% 1244
2024
Q1 		$36.4K Sell
840
-8
-0.9% -$328 ﹤0.01% 1212
2023
Q4 		$35.5K Sell
848
-144
-15% -$5.17K ﹤0.01% 1180
2023
Q3 		$33.3K Sell
992
-742
-43% -$26.7K ﹤0.01% 1156
2023
Q2 		$58.7K Buy
1,734
+134
+8% +$4.5K 0.01% 974
2023
Q1 		$57.3K Hold
1,600
– – 0.01% 951
2022
Q4 		$76K Buy
1,600
+200
+14% +$9.82K 0.01% 821
2022
Q3 		$67K Hold
1,400
– – 0.01% 801
2022
Q2 		$69K Buy
+1,400
New +$74.6K 0.01% 820

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
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
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Private Trust Company's IAT Position: Q2 2026 in Review

Private Trust Company sold out of iShares US Regional Banks ETF (IAT) in Q2 2026, closing a stake of 700 shares — an estimated $37.7K sold.

Private Trust Company first reported a position in IAT in Q2 2022 and held it in 16 quarters. The position peaked at $76K in Q4 2022. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

  • Private Trust Company reported no remaining iShares US Regional Banks ETF position as of Q2 2026 after selling out during the quarter.
  • Private Trust Company sold 700 iShares US Regional Banks ETF shares in Q2 2026, an estimated $37.7K.
  • Private Trust Company first reported a position in iShares US Regional Banks ETF in Q2 2022 and held it in 16 quarters.
  • Private Trust Company's iShares US Regional Banks ETF position peaked at $76K in Q4 2022.
  • 173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.