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

Safe Harbor Fiduciary’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
2026 Q1	–	Sell	-457	Closed	-$25.2K	–	113
2025 Q4	$25.2K	Buy	+457	New	+$23.7K	0.02%	123
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%	-$12.2K	0.16%	73
2024 Q3	$157K	Buy	+3,292	New	+$152K	0.15%	73

Other funds holding IAT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return

GHA

GW Henssler & Associates Kennesaw, Georgia $2.25B AUM 19.46% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Safe Harbor Fiduciary's IAT Position: Q1 2026 in Review

Safe Harbor Fiduciary sold out of iShares US Regional Banks ETF (IAT) in Q1 2026, closing a stake of 457 shares — an estimated $25.2K sold.

Safe Harbor Fiduciary first reported a position in IAT in Q3 2024 and held it in 5 quarters. The position peaked at $157K in Q3 2024. 168 funds tracked by Wall St. Rank hold IAT as of Q1 2026.

Safe Harbor Fiduciary reported no remaining iShares US Regional Banks ETF position as of Q1 2026 after selling out during the quarter.
Safe Harbor Fiduciary sold 457 iShares US Regional Banks ETF shares in Q1 2026, an estimated $25.2K.
Safe Harbor Fiduciary first reported a position in iShares US Regional Banks ETF in Q3 2024 and held it in 5 quarters.
Safe Harbor Fiduciary's iShares US Regional Banks ETF position peaked at $157K in Q3 2024.
168 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2026.

Based on Safe Harbor Fiduciary's 13F filing for Q1 2026, filed 15 May 2026.