Quadrant Capital Group’s iShares US Regional Banks ETF IAT Stock Holding History

Quadrant Capital Group’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 Q3	–	Sell	-1,743	Closed	-$59K	–	2731
2023 Q2	$59K	Hold	1,743	–	–	0.01%	1171
2023 Q1	$62.4K	Hold	1,743	–	–	0.01%	1105
2022 Q4	$83K	Buy	+1,743	New	+$85.6K	0.01%	886
2022 Q3	–	Sell	-2,338	Closed	-$115K	–	2710
2022 Q2	$115K	Hold	2,338	–	–	0.02%	592
2022 Q1	$138K	Hold	2,338	–	–	0.02%	566
2021 Q4	$144K	Sell	2,338 -200	-8%	-$12.6K	0.02%	546
2021 Q3	$154K	Hold	2,538	–	–	0.02%	474
2021 Q2	$146K	Hold	2,538	–	–	0.02%	475
2021 Q1	$144K	Hold	2,538	–	–	0.02%	445
2020 Q4	$115K	Hold	2,538	–	–	0.02%	451
2020 Q3	$83K	Hold	2,538	–	–	0.02%	492
2020 Q2	$86K	Hold	2,538	–	–	0.02%	506
2020 Q1	$73K	Sell	2,538 -775	-23%	-$33.2K	0.01%	707
2019 Q4	$168K	Buy	+3,313	New	+$161K	0.02%	735

Other funds holding IAT

RCYC

Richard C. Young & Co Newport, Rhode Island $1.21B AUM 38.41% 1-Year Est. Return

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

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

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

BIA

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

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

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Quadrant Capital Group's IAT Position: Q3 2023 in Review

Quadrant Capital Group sold out of iShares US Regional Banks ETF (IAT) in Q3 2023, closing a stake of 1,743 shares — an estimated $59K sold.

Quadrant Capital Group first reported a position in IAT in Q4 2019 and held it in 14 quarters. The position peaked at $168K in Q4 2019. 158 funds tracked by Wall St. Rank hold IAT as of Q3 2023.

Quadrant Capital Group reported no remaining iShares US Regional Banks ETF position as of Q3 2023 after selling out during the quarter.
Quadrant Capital Group sold 1,743 iShares US Regional Banks ETF shares in Q3 2023, an estimated $59K.
Quadrant Capital Group first reported a position in iShares US Regional Banks ETF in Q4 2019 and held it in 14 quarters.
Quadrant Capital Group's iShares US Regional Banks ETF position peaked at $168K in Q4 2019.
158 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2023.

Based on Quadrant Capital Group's 13F filing for Q3 2023, filed 14 Nov 2023.