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Transcendent Capital Group’s iShares US Regional Banks ETF IAT Stock Holding History

Transcendent Capital Group’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
2025
Q1 		– Sell
-1,297
Closed -$65.3K – 223
2024
Q4 		$65.3K Sell
1,297
-92
-7% -$4.75K 0.03% 165
2024
Q3 		$66K Buy
1,389
+35
+3% +$1.61K 0.03% 183
2024
Q2 		$56.1K Buy
1,354
+23
+2% +$951 0.03% 182
2024
Q1 		$57.7K Buy
1,331
+9
+0.7% +$369 0.03% 176
2023
Q4 		$55.3K Buy
+1,322
New +$47.4K 0.04% 142

Other funds holding IAT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EPFB
Employees Provident Fund Board Shah Alam, Malaysia $13.2B AUM 29.65% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Transcendent Capital Group's IAT Position: Q1 2025 in Review

Transcendent Capital Group sold out of iShares US Regional Banks ETF (IAT) in Q1 2025, closing a stake of 1,297 shares — an estimated $65.3K sold.

Transcendent Capital Group first reported a position in IAT in Q4 2023 and held it in 5 quarters. The position peaked at $66K in Q3 2024. 185 funds tracked by Wall St. Rank hold IAT as of Q1 2025.

  • Transcendent Capital Group reported no remaining iShares US Regional Banks ETF position as of Q1 2025 after selling out during the quarter.
  • Transcendent Capital Group sold 1,297 iShares US Regional Banks ETF shares in Q1 2025, an estimated $65.3K.
  • Transcendent Capital Group first reported a position in iShares US Regional Banks ETF in Q4 2023 and held it in 5 quarters.
  • Transcendent Capital Group's iShares US Regional Banks ETF position peaked at $66K in Q3 2024.
  • 185 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2025.

Based on Transcendent Capital Group's 13F filing for Q1 2025, filed 2 May 2025.