Sunbelt Securities’s iShares US Regional Banks ETF IAT Stock Holding History

Sunbelt Securities’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 Q1	$5.49K	Sell	102 -5,358	-98%	-$304K	﹤0.01%	1651
2025 Q4	$301K	Buy	+5,460	New	+$284K	0.02%	532
2025 Q3	–	Sell	-8,143	Closed	-$410K	–	2776
2025 Q2	$410K	Buy	8,143 +5,124	+170%	+$233K	0.04%	401
2025 Q1	$141K	Sell	3,019 -5,124	-63%	-$257K	0.01%	649
2024 Q4	$410K	Buy	+8,143	New	+$421K	0.04%	402
2024 Q2	–	Sell	-350	Closed	-$15.2K	–	1790
2024 Q1	$15.2K	Sell	350 -1,011	-74%	-$41.5K	﹤0.01%	1145
2023 Q4	$56.9K	Sell	1,361 -69	-5%	-$2.48K	0.01%	786
2023 Q3	$48K	Buy	+1,430	New	+$51.5K	0.01%	813
2023 Q2	–	Sell	-1,310	Closed	-$46.5K	–	1724
2023 Q1	$46.5K	Buy	+1,310	New	+$61.2K	0.01%	764
2018 Q4	–	Sell	-4,210	Closed	-$206K	–	228
2018 Q3	$206K	Buy	+4,210	New	+$215K	0.11%	206

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

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

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

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

GHA

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Sunbelt Securities's IAT Position: Q1 2026 in Review

Sunbelt Securities reduced its iShares US Regional Banks ETF (IAT) stake by 98% in Q1 2026, selling an estimated $304K and leaving 102 shares worth $5.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1651.

Sunbelt Securities first reported a position in IAT in Q3 2018 and has held it in 10 quarters since. The position peaked at $410K in Q2 2025. 167 funds tracked by Wall St. Rank hold IAT as of Q1 2026.

Sunbelt Securities held 102 shares of iShares US Regional Banks ETF worth $5.49K as of Q1 2026.
Sunbelt Securities sold 5,358 iShares US Regional Banks ETF shares in Q1 2026, an estimated $304K.
iShares US Regional Banks ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1651 holding.
Sunbelt Securities first reported a position in iShares US Regional Banks ETF in Q3 2018 and has held it in 10 quarters since.
Sunbelt Securities's iShares US Regional Banks ETF position peaked at $410K in Q2 2025.
167 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.