TIAM2
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Tru Independence Asset Management 2’s iShares US Regional Banks ETF IAT Stock Holding History

Tru Independence Asset Management 2’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
2021
Q2 		– Sell
-37,428
Closed -$2.12M – 115
2021
Q1 		$2.12M Buy
+37,428
New +$1.98M 1.68% 18

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
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
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Tru Independence Asset Management 2's IAT Position: Q2 2021 in Review

Tru Independence Asset Management 2 sold out of iShares US Regional Banks ETF (IAT) in Q2 2021, closing a stake of 37,428 shares — an estimated $2.12M sold.

Tru Independence Asset Management 2 first reported a position in IAT in Q1 2021 and held it in 1 quarter. The position peaked at $2.12M in Q1 2021. 133 funds tracked by Wall St. Rank hold IAT as of Q2 2021.

  • Tru Independence Asset Management 2 reported no remaining iShares US Regional Banks ETF position as of Q2 2021 after selling out during the quarter.
  • Tru Independence Asset Management 2 sold 37,428 iShares US Regional Banks ETF shares in Q2 2021, an estimated $2.12M.
  • Tru Independence Asset Management 2 first reported a position in iShares US Regional Banks ETF in Q1 2021 and held it in 1 quarter.
  • Tru Independence Asset Management 2's iShares US Regional Banks ETF position peaked at $2.12M in Q1 2021.
  • 133 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2021.

Based on Tru Independence Asset Management 2's 13F filing for Q2 2021, filed 21 Jul 2021.