Transcend Capital Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

Transcend Capital Advisors’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	$902K	Hold	14,500	–	–	0.06%	295
2026 Q1	$781K	Hold	14,500	–	–	0.06%	287
2025 Q4	$800K	Hold	14,500	–	–	0.06%	271
2025 Q3	$762K	Hold	14,500	–	–	0.05%	297
2025 Q2	$718K	Hold	14,500	–	–	0.06%	281
2025 Q1	$676K	Hold	14,500	–	–	0.05%	312
2024 Q4	$730K	Hold	14,500	–	–	0.05%	288
2024 Q3	$689K	Hold	14,500	–	–	0.05%	325
2024 Q2	$601K	Sell	14,500 -105	-0.7%	-$4.34K	0.04%	321
2024 Q1	$634K	Buy	14,605 +1	+0%	+$41	0.05%	288
2023 Q4	$611K	Buy	14,604 +3	+0%	+$108	0.05%	284
2023 Q3	$491K	Hold	14,601	–	–	0.05%	293
2023 Q2	$494K	Hold	14,601	–	–	0.05%	299
2023 Q1	$523K	Sell	14,601 -928	-6%	-$43.4K	0.05%	283
2022 Q4	$740K	Buy	15,529 +1,029	+7%	+$50.5K	0.08%	231
2022 Q3	$692K	Hold	14,500	–	–	0.08%	235
2022 Q2	$715K	Hold	14,500	–	–	0.07%	243
2022 Q1	$854K	Hold	14,500	–	–	0.08%	238
2021 Q4	$896K	Hold	14,500	–	–	0.08%	225
2021 Q3	$951K	Hold	14,500	–	–	0.09%	215
2021 Q2	$834K	Hold	14,500	–	–	0.12%	169
2021 Q1	$822K	Hold	14,500	–	–	0.1%	204
2020 Q4	$657K	Hold	14,500	–	–	0.09%	209
2020 Q3	$475K	Hold	14,500	–	–	0.09%	178
2020 Q2	$490K	Hold	14,500	–	–	0.16%	98
2020 Q1	$419K	Hold	14,500	–	–	0.13%	154
2019 Q4	$739K	Buy	+14,500	New	+$707K	0.2%	117

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

Transcend Capital Advisors's IAT Position: Q2 2026 in Review

Transcend Capital Advisors held its iShares US Regional Banks ETF (IAT) position steady in Q2 2026 at 14,500 shares worth $902K. The position accounts for 0.06% of the portfolio, ranked #295.

Transcend Capital Advisors first reported a position in IAT in Q4 2019 and has held it in 27 quarters since. The position peaked at $951K in Q3 2021. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Transcend Capital Advisors held 14,500 shares of iShares US Regional Banks ETF worth $902K as of Q2 2026.
Transcend Capital Advisors left its iShares US Regional Banks ETF share count unchanged in Q2 2026.
iShares US Regional Banks ETF made up 0.06% of Transcend Capital Advisors's portfolio in Q2 2026, its #295 holding.
Transcend Capital Advisors first reported a position in iShares US Regional Banks ETF in Q4 2019 and has held it in 27 quarters since.
Transcend Capital Advisors's iShares US Regional Banks ETF position peaked at $951K in Q3 2021.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.