Safe Harbor Fiduciary’s iShares US Regional Banks ETF IAT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$151K Hold
3,056
0.14% 82
2025
Q1
$143K Hold
3,056
0.15% 76
2024
Q4
$154K Sell
3,056
-236
-7% -$11.9K 0.16% 73
2024
Q3
$157K Buy
+3,292
New +$157K 0.15% 73