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

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	–	1794
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	–	1725
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