TRUE Private Wealth Advisors’s iShares US Regional Banks ETF IAT Stock Holding History

TRUE Private Wealth 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
2024 Q1	–	Sell	-5,066	Closed	-$212K	–	295
2023 Q4	$212K	Buy	+5,066	New	+$182K	0.03%	271
2021 Q1	–	Sell	-2,721	Closed	-$123K	–	448
2020 Q4	$123K	Buy	2,721 +1,530	+128%	+$61.7K	0.02%	249
2020 Q3	$38K	Hold	1,191	–	–	0.01%	356
2020 Q2	$40K	Hold	1,191	–	–	0.01%	341
2020 Q1	$34K	Buy	+1,191	New	+$51K	0.01%	322

Other funds holding IAT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TRUE Private Wealth Advisors's IAT Position: Q1 2024 in Review

TRUE Private Wealth Advisors sold out of iShares US Regional Banks ETF (IAT) in Q1 2024, closing a stake of 5,066 shares — an estimated $212K sold.

TRUE Private Wealth Advisors first reported a position in IAT in Q1 2020 and held it in 5 quarters. The position peaked at $212K in Q4 2023. 159 funds tracked by Wall St. Rank hold IAT as of Q1 2024.

TRUE Private Wealth Advisors reported no remaining iShares US Regional Banks ETF position as of Q1 2024 after selling out during the quarter.
TRUE Private Wealth Advisors sold 5,066 iShares US Regional Banks ETF shares in Q1 2024, an estimated $212K.
TRUE Private Wealth Advisors first reported a position in iShares US Regional Banks ETF in Q1 2020 and held it in 5 quarters.
TRUE Private Wealth Advisors's iShares US Regional Banks ETF position peaked at $212K in Q4 2023.
159 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2024.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.