Thoroughbred Financial Services’s iShares US Regional Banks ETF IAT Stock Holding History

Thoroughbred Financial 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
2026 Q2	$452K	Buy	7,280 +870	+14%	+$50.6K	0.02%	455
2026 Q1	$345K	Buy	+6,410	New	+$364K	0.02%	459
2023 Q1	–	Sell	-4,630	Closed	-$220K	–	411
2022 Q4	$220K	Buy	4,630 +25	+0.5%	+$1.23K	0.04%	350
2022 Q3	$219K	Buy	4,605 +22	+0.5%	+$1.14K	0.04%	334
2022 Q2	$225K	Sell	4,583 -20	-0.4%	-$1.07K	0.04%	335
2022 Q1	$271K	Buy	4,603 +555	+14%	+$35.2K	0.04%	323
2021 Q4	$250K	Buy	4,048 +12	+0.3%	+$759	0.05%	295
2021 Q3	$244K	Buy	4,036 +9	+0.2%	+$518	0.06%	271
2021 Q2	$232K	Buy	4,027 +7	+0.2%	+$415	0.06%	274
2021 Q1	$227K	Buy	+4,020	New	+$213K	0.06%	250

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

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

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

GHA

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

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Thoroughbred Financial Services's IAT Position: Q2 2026 in Review

Thoroughbred Financial Services increased its iShares US Regional Banks ETF (IAT) stake by 14% in Q2 2026, buying an estimated $50.6K and bringing the position to 7,280 shares worth $452K. The position accounts for 0.02% of the portfolio, ranked #455.

Thoroughbred Financial Services first reported a position in IAT in Q1 2021 and has held it in 10 quarters since. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Thoroughbred Financial Services held 7,280 shares of iShares US Regional Banks ETF worth $452K as of Q2 2026.
Thoroughbred Financial Services bought 870 iShares US Regional Banks ETF shares in Q2 2026, an estimated $50.6K.
iShares US Regional Banks ETF made up 0.02% of Thoroughbred Financial Services's portfolio in Q2 2026, its #455 holding.
Thoroughbred Financial Services first reported a position in iShares US Regional Banks ETF in Q1 2021 and has held it in 10 quarters since.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.