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Rockbridge Investment Management’s iShares US Regional Banks ETF IAT Stock Holding History

Rockbridge Investment 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
2024
Q1 		– Sell
-395
Closed -$16.5K – 343
2023
Q4 		$16.5K Buy
+395
New +$14.2K ﹤0.01% 344

Other funds holding IAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rockbridge Investment Management's IAT Position: Q1 2024 in Review

Rockbridge Investment Management sold out of iShares US Regional Banks ETF (IAT) in Q1 2024, closing a stake of 395 shares — an estimated $16.5K sold.

Rockbridge Investment Management first reported a position in IAT in Q4 2023 and held it in 1 quarter. The position peaked at $16.5K in Q4 2023. 159 funds tracked by Wall St. Rank hold IAT as of Q1 2024.

  • Rockbridge Investment Management reported no remaining iShares US Regional Banks ETF position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 395 iShares US Regional Banks ETF shares in Q1 2024, an estimated $16.5K.
  • Rockbridge Investment Management first reported a position in iShares US Regional Banks ETF in Q4 2023 and held it in 1 quarter.
  • Rockbridge Investment Management's iShares US Regional Banks ETF position peaked at $16.5K in Q4 2023.
  • 159 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.