Riggs Asset Management’s iShares US Regional Banks ETF IAT Stock Holding History

Riggs Asset Management’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
2025 Q3	–	Sell	-755	Closed	-$37.4K	–	433
2025 Q2	$37.4K	Sell	755 -6,179	-89%	-$281K	0.01%	193
2025 Q1	$323K	Buy	6,934 +116	+2%	+$5.82K	0.09%	90
2024 Q4	$343K	Buy	+6,818	New	+$352K	0.09%	81

Other funds holding IAT

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.12B AUM 20.77% 1-Year Est. Return

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

Riggs Asset Management's IAT Position: Q3 2025 in Review

Riggs Asset Management sold out of iShares US Regional Banks ETF (IAT) in Q3 2025, closing a stake of 755 shares — an estimated $37.4K sold.

Riggs Asset Management first reported a position in IAT in Q4 2024 and held it in 3 quarters. The position peaked at $343K in Q4 2024. 165 funds tracked by Wall St. Rank hold IAT as of Q3 2025.

Riggs Asset Management reported no remaining iShares US Regional Banks ETF position as of Q3 2025 after selling out during the quarter.
Riggs Asset Management sold 755 iShares US Regional Banks ETF shares in Q3 2025, an estimated $37.4K.
Riggs Asset Management first reported a position in iShares US Regional Banks ETF in Q4 2024 and held it in 3 quarters.
Riggs Asset Management's iShares US Regional Banks ETF position peaked at $343K in Q4 2024.
165 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2025.

Based on Riggs Asset Management's 13F filing for Q3 2025, filed 13 Nov 2025.