Triumph Capital Management’s iShares US Regional Banks ETF IAT Stock Holding History

Triumph Capital Management’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	$94K	Buy	1,511 +43	+3%	+$2.5K	0.02%	502
2026 Q1	$79K	Sell	1,468 -58	-4%	-$3.29K	0.02%	512
2025 Q4	$84.2K	Buy	+1,526	New	+$79.3K	0.02%	478
2023 Q4	–	Sell	-10,081	Closed	-$344K	–	235
2023 Q3	$344K	Sell	10,081 -404	-4%	-$14.5K	0.16%	138
2023 Q2	$355K	Sell	10,485 -1,694	-14%	-$56.9K	0.16%	127
2023 Q1	$436K	Buy	+12,179	New	+$569K	0.22%	88

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

Triumph Capital Management's IAT Position: Q2 2026 in Review

Triumph Capital Management increased its iShares US Regional Banks ETF (IAT) stake by 2.9% in Q2 2026, buying an estimated $2.5K and bringing the position to 1,511 shares worth $94K. The position accounts for 0.02% of the portfolio, ranked #502.

Triumph Capital Management first reported a position in IAT in Q1 2023 and has held it in 6 quarters since. The position peaked at $436K in Q1 2023. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

Triumph Capital Management held 1,511 shares of iShares US Regional Banks ETF worth $94K as of Q2 2026.
Triumph Capital Management bought 43 iShares US Regional Banks ETF shares in Q2 2026, an estimated $2.5K.
iShares US Regional Banks ETF made up 0.02% of Triumph Capital Management's portfolio in Q2 2026, its #502 holding.
Triumph Capital Management first reported a position in iShares US Regional Banks ETF in Q1 2023 and has held it in 6 quarters since.
Triumph Capital Management's iShares US Regional Banks ETF position peaked at $436K in Q1 2023.
173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.