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Retirement Planning Company of New England’s iShares US Regional Banks ETF IAT Stock Holding History

Retirement Planning Company of New England’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
2022
Q1 		– Sell
-884
Closed -$54K – 520
2021
Q4 		$54K Buy
+884
New +$55.9K 0.03% 392

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Retirement Planning Company of New England's IAT Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of iShares US Regional Banks ETF (IAT) in Q1 2022, closing a stake of 884 shares — an estimated $54K sold.

Retirement Planning Company of New England first reported a position in IAT in Q4 2021 and held it in 1 quarter. The position peaked at $54K in Q4 2021. 169 funds tracked by Wall St. Rank hold IAT as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining iShares US Regional Banks ETF position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 884 iShares US Regional Banks ETF shares in Q1 2022, an estimated $54K.
  • Retirement Planning Company of New England first reported a position in iShares US Regional Banks ETF in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's iShares US Regional Banks ETF position peaked at $54K in Q4 2021.
  • 169 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.