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TrueWealth LLC’s iShares US Regional Banks ETF IAT Stock Holding History

TrueWealth LLC’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
2018
Q4 		– Sell
-615
Closed -$30K – 765
2018
Q3 		$30K Buy
615
+3
+0.5% +$153 0.01% 337
2018
Q2 		$30K Buy
+612
New +$31.3K 0.01% 330

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return
HCMNY
Howard Capital Management (New York) New York $891M AUM 34.82% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BCM
BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

TrueWealth LLC's IAT Position: Q4 2018 in Review

TrueWealth LLC sold out of iShares US Regional Banks ETF (IAT) in Q4 2018, closing a stake of 615 shares — an estimated $30K sold.

TrueWealth LLC first reported a position in IAT in Q2 2018 and held it in 2 quarters. The position peaked at $30K in Q3 2018. 116 funds tracked by Wall St. Rank hold IAT as of Q4 2018.

  • TrueWealth LLC reported no remaining iShares US Regional Banks ETF position as of Q4 2018 after selling out during the quarter.
  • TrueWealth LLC sold 615 iShares US Regional Banks ETF shares in Q4 2018, an estimated $30K.
  • TrueWealth LLC first reported a position in iShares US Regional Banks ETF in Q2 2018 and held it in 2 quarters.
  • TrueWealth LLC's iShares US Regional Banks ETF position peaked at $30K in Q3 2018.
  • 116 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2018.

Based on TrueWealth LLC's 13F filing for Q4 2018, filed 18 Jan 2019.