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tru Independence’s iShares US Regional Banks ETF IAT Stock Holding History

tru Independence’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
2020
Q1 		– Sell
-200
Closed -$6K – 790
2019
Q4 		$6K Buy
+200
New +$9.75K ﹤0.01% 643

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCM
BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
MC
Martin & Co Knoxville, Tennessee $640M AUM 23.57% 1-Year Est. Return

tru Independence's IAT Position: Q1 2020 in Review

tru Independence sold out of iShares US Regional Banks ETF (IAT) in Q1 2020, closing a stake of 200 shares — an estimated $6K sold.

tru Independence first reported a position in IAT in Q4 2019 and held it in 1 quarter. The position peaked at $6K in Q4 2019. 90 funds tracked by Wall St. Rank hold IAT as of Q1 2020.

  • tru Independence reported no remaining iShares US Regional Banks ETF position as of Q1 2020 after selling out during the quarter.
  • tru Independence sold 200 iShares US Regional Banks ETF shares in Q1 2020, an estimated $6K.
  • tru Independence first reported a position in iShares US Regional Banks ETF in Q4 2019 and held it in 1 quarter.
  • tru Independence's iShares US Regional Banks ETF position peaked at $6K in Q4 2019.
  • 90 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2020.

Based on tru Independence's 13F filing for Q1 2020, filed 19 May 2020.