Sanctuary Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

Sanctuary Advisors’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	-3,869	Closed	-$213K	–	2573
2025 Q4	$213K	Sell	3,869 -111	-3%	-$5.77K	﹤0.01%	2247
2025 Q3	$209K	Buy	+3,980	New	+$207K	﹤0.01%	2252
2025 Q2	–	Sell	-11,585	Closed	-$540K	–	2396
2025 Q1	$540K	Sell	11,585 -2,389	-17%	-$120K	﹤0.01%	1477
2024 Q4	$747K	Buy	+13,974	New	+$722K	﹤0.01%	1434
2024 Q3	–	Sell	-5,446	Closed	-$227K	–	2573
2024 Q2	$227K	Buy	+5,446	New	+$225K	﹤0.01%	2103

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

Sanctuary Advisors's IAT Position: Q1 2026 in Review

Sanctuary Advisors sold out of iShares US Regional Banks ETF (IAT) in Q1 2026, closing a stake of 3,869 shares — an estimated $213K sold.

Sanctuary Advisors first reported a position in IAT in Q2 2024 and held it in 5 quarters. The position peaked at $747K in Q4 2024. 166 funds tracked by Wall St. Rank hold IAT as of Q1 2026.

Sanctuary Advisors reported no remaining iShares US Regional Banks ETF position as of Q1 2026 after selling out during the quarter.
Sanctuary Advisors sold 3,869 iShares US Regional Banks ETF shares in Q1 2026, an estimated $213K.
Sanctuary Advisors first reported a position in iShares US Regional Banks ETF in Q2 2024 and held it in 5 quarters.
Sanctuary Advisors's iShares US Regional Banks ETF position peaked at $747K in Q4 2024.
166 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2026.

Based on Sanctuary Advisors's 13F filing for Q1 2026, filed 5 May 2026.