Sigma Planning Corp’s iShares US Regional Banks ETF IAT Stock Holding History

Sigma Planning Corp’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 Q2	$535K	Sell	8,598 -4,854	-36%	-$282K	0.01%	887
2026 Q1	$724K	Sell	13,452 -238	-2%	-$13.5K	0.02%	697
2025 Q4	$755K	Buy	13,690 +3,525	+35%	+$183K	0.02%	636
2025 Q3	$534K	Sell	10,165 -3,451	-25%	-$180K	0.02%	789
2025 Q2	$675K	Sell	13,616 -4,156	-23%	-$189K	0.02%	662
2025 Q1	$829K	Sell	17,772 -833	-4%	-$41.8K	0.03%	545
2024 Q4	$937K	Sell	18,605 -1,688	-8%	-$87.2K	0.03%	511
2024 Q3	$965K	Buy	+20,293	New	+$934K	0.03%	513
2023 Q1	–	Sell	-4,740	Closed	-$226K	–	1329
2022 Q4	$226K	Sell	4,740 -588	-11%	-$28.9K	0.01%	1093
2022 Q3	$254K	Buy	5,328 +370	+7%	+$19.2K	0.01%	1007
2022 Q2	$244K	Sell	4,958 -363	-7%	-$19.3K	0.01%	1080
2022 Q1	$314K	Buy	5,321 +453	+9%	+$28.7K	0.01%	1038
2021 Q4	$301K	Buy	4,868 +212	+5%	+$13.4K	0.01%	1078
2021 Q3	$282K	Sell	4,656 -1,272	-21%	-$73.2K	0.01%	1090
2021 Q2	$341K	Buy	5,928 +336	+6%	+$19.9K	0.01%	1016
2021 Q1	$317K	Buy	+5,592	New	+$296K	0.01%	959
2018 Q4	–	Sell	-11,160	Closed	-$547K	–	903
2018 Q3	$547K	Buy	11,160 +4,067	+57%	+$208K	0.03%	453
2018 Q2	$349K	Sell	7,093 -15,022	-68%	-$769K	0.02%	584
2018 Q1	$1.11M	Buy	22,115 +15,585	+239%	+$814K	0.08%	245
2017 Q4	$322K	Sell	6,530 -136	-2%	-$6.53K	0.02%	577
2017 Q3	$315K	Sell	6,666 -398	-6%	-$18K	0.03%	582
2017 Q2	$322K	Sell	7,064 -16,778	-70%	-$746K	0.03%	547
2017 Q1	$1.07M	Buy	23,842 +6,405	+37%	+$296K	0.1%	227
2016 Q4	$791K	Buy	17,437 +3,307	+23%	+$134K	0.09%	252
2016 Q3	$497K	Buy	+14,130	New	+$484K	0.06%	342
2015 Q3	–	Sell	-20,395	Closed	-$747K	–	715
2015 Q2	$747K	Buy	+20,395	New	+$731K	0.1%	238

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

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

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

GHA

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Sigma Planning Corp's IAT Position: Q2 2026 in Review

Sigma Planning Corp reduced its iShares US Regional Banks ETF (IAT) stake by 36% in Q2 2026, selling an estimated $282K and leaving 8,598 shares worth $535K. The position accounts for 0.01% of the portfolio, ranked #887.

Sigma Planning Corp first reported a position in IAT in Q2 2015 and has held it in 26 quarters since. The position peaked at $1.11M in Q1 2018. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Sigma Planning Corp held 8,598 shares of iShares US Regional Banks ETF worth $535K as of Q2 2026.
Sigma Planning Corp sold 4,854 iShares US Regional Banks ETF shares in Q2 2026, an estimated $282K.
iShares US Regional Banks ETF made up 0.01% of Sigma Planning Corp's portfolio in Q2 2026, its #887 holding.
Sigma Planning Corp first reported a position in iShares US Regional Banks ETF in Q2 2015 and has held it in 26 quarters since.
Sigma Planning Corp's iShares US Regional Banks ETF position peaked at $1.11M in Q1 2018.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Sigma Planning Corp's 13F filing for Q2 2026, filed 7 Aug 2026.