Simplex Trading
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Simplex Trading’s iShares US Regional Banks ETF IAT Stock Holding History

Simplex Trading’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
-5,664
Closed -$236K – 9277
2023
Q4 		$236K Sell
5,664
-7,939
-58% -$285K ﹤0.01% 4501
2023
Q3 		$457K Sell
13,603
-9,645
-41% -$347K ﹤0.01% 3505
2023
Q2 		$786K Buy
23,248
+11,543
+99% +$388K ﹤0.01% 2832
2023
Q1 		$418K Buy
11,705
+9,825
+523% +$459K ﹤0.01% 3452
2022
Q4 		$89K Buy
+1,880
New +$92.3K ﹤0.01% 5219
2022
Q3 		– Sell
-5,428
Closed -$267K – 10329
2022
Q2 		$267K Buy
5,428
+5,364
+8,381% +$286K ﹤0.01% 4250
2022
Q1 		$3K Buy
+64
New +$4.05K ﹤0.01% 9703
2020
Q1 		– Sell
-179
Closed -$9K – 7870
2019
Q4 		$9K Buy
+179
New +$8.72K ﹤0.01% 6432
2019
Q3 		– Sell
-255
Closed -$11K – 7515
2019
Q2 		$11K Buy
255
+30
+13% +$1.37K ﹤0.01% 6043
2019
Q1 		$9K Buy
+225
New +$10.2K ﹤0.01% 6208
2018
Q4 		– Sell
-899
Closed -$44K – 7343
2018
Q3 		$44K Buy
+899
New +$46K ﹤0.01% 5285
2018
Q2 		– Sell
-1,012
Closed -$50K – 7571
2018
Q1 		$50K Buy
1,012
+940
+1,306% +$49.1K ﹤0.01% 2438
2017
Q4 		$3K Buy
+72
New +$3.46K ﹤0.01% 4900
2017
Q3 		– Sell
-130
Closed -$5K – 6198
2017
Q2 		$5K Buy
130
+100
+333% +$4.45K ﹤0.01% 4581
2017
Q1 		$1K Sell
30
-27
-47% -$1.25K ﹤0.01% 5665
2016
Q4 		$2K Sell
57
-792
-93% -$32.1K ﹤0.01% 5043
2016
Q3 		$29K Buy
+849
New +$29.1K ﹤0.01% 2591
2016
Q1 		– Sell
-990
Closed -$34K – 5869
2015
Q4 		$34K Sell
990
-992
-50% -$35K ﹤0.01% 2243
2015
Q3 		$66K Buy
1,982
+1,189
+150% +$42.3K ﹤0.01% 1769
2015
Q2 		$29K Buy
+793
New +$28.4K ﹤0.01% 2126

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

Simplex Trading's IAT Position: Q1 2024 in Review

Simplex Trading sold out of iShares US Regional Banks ETF (IAT) in Q1 2024, closing a stake of 5,664 shares — an estimated $236K sold.

Simplex Trading first reported a position in IAT in Q2 2015 and held it in 20 quarters. The position peaked at $786K in Q2 2023. 159 funds tracked by Wall St. Rank hold IAT as of Q1 2024.

  • Simplex Trading reported no remaining iShares US Regional Banks ETF position as of Q1 2024 after selling out during the quarter.
  • Simplex Trading sold 5,664 iShares US Regional Banks ETF shares in Q1 2024, an estimated $236K.
  • Simplex Trading first reported a position in iShares US Regional Banks ETF in Q2 2015 and held it in 20 quarters.
  • Simplex Trading's iShares US Regional Banks ETF position peaked at $786K in Q2 2023.
  • 159 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2024.

Based on Simplex Trading's 13F filing for Q1 2024, filed 25 Apr 2024.