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Stearns Financial Services Group’s iShares US Regional Banks ETF IAT Stock Holding History

Stearns Financial Services Group’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
2020
Q3 		$414K Buy
12,643
+1,790
+16% +$60.4K 0.06% 105
2020
Q2 		$367K Buy
+10,853
New +$354K 0.06% 99

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Stearns Financial Services Group's IAT Position: Q3 2020 in Review

Stearns Financial Services Group increased its iShares US Regional Banks ETF (IAT) stake by 16% in Q3 2020, buying an estimated $60.4K and bringing the position to 12,643 shares worth $414K. The position accounts for 0.06% of the portfolio, ranked #105.

Stearns Financial Services Group first reported a position in IAT in Q2 2020 and has held it in 2 quarters since. 93 funds tracked by Wall St. Rank hold IAT as of Q3 2020.

  • Stearns Financial Services Group held 12,643 shares of iShares US Regional Banks ETF worth $414K as of Q3 2020.
  • Stearns Financial Services Group bought 1,790 iShares US Regional Banks ETF shares in Q3 2020, an estimated $60.4K.
  • iShares US Regional Banks ETF made up 0.06% of Stearns Financial Services Group's portfolio in Q3 2020, its #105 holding.
  • Stearns Financial Services Group first reported a position in iShares US Regional Banks ETF in Q2 2020 and has held it in 2 quarters since.
  • 93 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2020.

Based on Stearns Financial Services Group's 13F filing for Q3 2020, filed 30 Oct 2020.