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Stratos Wealth Partners’s iShares US Regional Banks ETF IAT Stock Holding History

Stratos Wealth Partners’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
Q1 		– Sell
-9,074
Closed -$462K – 970
2019
Q4 		$462K Buy
9,074
+8
+0.1% +$390 0.02% 623
2019
Q3 		$422K Sell
9,066
-347
-4% -$15.8K 0.02% 619
2019
Q2 		$432K Sell
9,413
-6,245
-40% -$285K 0.02% 624
2019
Q1 		$680K Sell
15,658
-15
-0.1% -$677 0.03% 463
2018
Q4 		$624K Sell
15,673
-1,052
-6% -$47.7K 0.03% 449
2018
Q3 		$820K Buy
16,725
+462
+3% +$23.6K 0.04% 375
2018
Q2 		$799K Buy
16,263
+11
+0.1% +$563 0.04% 418
2018
Q1 		$819K Buy
16,252
+1,590
+11% +$83.1K 0.03% 412
2017
Q4 		$723K Buy
14,662
+2,921
+25% +$140K 0.03% 423
2017
Q3 		$554K Buy
11,741
+1,832
+18% +$82.8K 0.03% 484
2017
Q2 		$451K Buy
9,909
+2,222
+29% +$98.8K 0.02% 494
2017
Q1 		$344K Buy
7,687
+2,495
+48% +$115K 0.02% 531
2016
Q4 		$236K Buy
+5,192
New +$210K 0.01% 593
2015
Q3 		– Sell
-5,530
Closed -$202K – 568
2015
Q2 		$202K Buy
+5,530
New +$198K 0.03% 471

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCM
BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $587M AUM 16.39% 1-Year Est. Return

Stratos Wealth Partners's IAT Position: Q1 2020 in Review

Stratos Wealth Partners sold out of iShares US Regional Banks ETF (IAT) in Q1 2020, closing a stake of 9,074 shares — an estimated $462K sold.

Stratos Wealth Partners first reported a position in IAT in Q2 2015 and held it in 14 quarters. The position peaked at $820K in Q3 2018. 90 funds tracked by Wall St. Rank hold IAT as of Q1 2020.

  • Stratos Wealth Partners reported no remaining iShares US Regional Banks ETF position as of Q1 2020 after selling out during the quarter.
  • Stratos Wealth Partners sold 9,074 iShares US Regional Banks ETF shares in Q1 2020, an estimated $462K.
  • Stratos Wealth Partners first reported a position in iShares US Regional Banks ETF in Q2 2015 and held it in 14 quarters.
  • Stratos Wealth Partners's iShares US Regional Banks ETF position peaked at $820K in Q3 2018.
  • 90 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2020.

Based on Stratos Wealth Partners's 13F filing for Q1 2020, filed 4 May 2020.