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Stelac Advisory Services’s iShares US Regional Banks ETF IAT Stock Holding History

Stelac Advisory Services’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
2025
Q1 		– Sell
-8,994
Closed -$453K – 110
2024
Q4 		$453K Buy
+8,994
New +$465K 0.18% 60

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EPFB
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Stelac Advisory Services's IAT Position: Q1 2025 in Review

Stelac Advisory Services sold out of iShares US Regional Banks ETF (IAT) in Q1 2025, closing a stake of 8,994 shares — an estimated $453K sold.

Stelac Advisory Services first reported a position in IAT in Q4 2024 and held it in 1 quarter. The position peaked at $453K in Q4 2024. 185 funds tracked by Wall St. Rank hold IAT as of Q1 2025.

  • Stelac Advisory Services reported no remaining iShares US Regional Banks ETF position as of Q1 2025 after selling out during the quarter.
  • Stelac Advisory Services sold 8,994 iShares US Regional Banks ETF shares in Q1 2025, an estimated $453K.
  • Stelac Advisory Services first reported a position in iShares US Regional Banks ETF in Q4 2024 and held it in 1 quarter.
  • Stelac Advisory Services's iShares US Regional Banks ETF position peaked at $453K in Q4 2024.
  • 185 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2025.

Based on Stelac Advisory Services's 13F filing for Q1 2025, filed 14 May 2025.