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Tarbox Family Office’s iShares US Regional Banks ETF IAT Stock Holding History

Tarbox Family Office’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
2022
Q1 		– Sell
-889
Closed -$55K – 1099
2021
Q4 		$55K Sell
889
-71
-7% -$4.49K 0.01% 212
2021
Q3 		$58K Buy
+960
New +$55.2K 0.01% 226

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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return

Tarbox Family Office's IAT Position: Q1 2022 in Review

Tarbox Family Office sold out of iShares US Regional Banks ETF (IAT) in Q1 2022, closing a stake of 889 shares — an estimated $55K sold.

Tarbox Family Office first reported a position in IAT in Q3 2021 and held it in 2 quarters. The position peaked at $58K in Q3 2021. 169 funds tracked by Wall St. Rank hold IAT as of Q1 2022.

  • Tarbox Family Office reported no remaining iShares US Regional Banks ETF position as of Q1 2022 after selling out during the quarter.
  • Tarbox Family Office sold 889 iShares US Regional Banks ETF shares in Q1 2022, an estimated $55K.
  • Tarbox Family Office first reported a position in iShares US Regional Banks ETF in Q3 2021 and held it in 2 quarters.
  • Tarbox Family Office's iShares US Regional Banks ETF position peaked at $58K in Q3 2021.
  • 169 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2022.

Based on Tarbox Family Office's 13F filing for Q1 2022, filed 25 Apr 2022.