Truist Financial
IAT icon

Truist Financial’s iShares US Regional Banks ETF IAT Stock Holding History

Truist Financial’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 		$9.15M Buy
147,053
+3,477
+2% +$202K 0.01% 677
2026
Q1 		$7.73M Buy
143,576
+32,703
+29% +$1.86M 0.01% 687
2025
Q4 		$6.11M Buy
110,873
+46,477
+72% +$2.41M 0.01% 770
2025
Q3 		$3.38M Sell
64,396
-77,670
-55% -$4.05M ﹤0.01% 1081
2025
Q2 		$7.04M Sell
142,066
-22,105
-13% -$1.01M 0.01% 708
2025
Q1 		$7.66M Buy
164,171
+54,758
+50% +$2.75M 0.01% 658
2024
Q4 		$5.51M Buy
109,413
+23,682
+28% +$1.22M 0.01% 787
2024
Q3 		$4.08M Buy
85,731
+4,964
+6% +$228K 0.01% 914
2024
Q2 		$3.35M Sell
80,767
-63,711
-44% -$2.64M 0.01% 1028
2024
Q1 		$6.27M Sell
144,478
-154,460
-52% -$6.33M 0.01% 798
2023
Q4 		$12.5M Buy
298,938
+79,870
+36% +$2.87M 0.02% 530
2023
Q3 		$7.36M Sell
219,068
-1,849
-0.8% -$66.5K 0.01% 688
2023
Q2 		$7.48M Buy
220,917
+20,474
+10% +$688K 0.01% 687
2023
Q1 		$7.17M Buy
200,443
+147,263
+277% +$6.88M 0.01% 696
2022
Q4 		$2.53M Sell
53,180
-339
-0.6% -$16.6K ﹤0.01% 1089
2022
Q3 		$2.56M Buy
53,519
+2,551
+5% +$133K ﹤0.01% 1054
2022
Q2 		$2.51M Sell
50,968
-1,390
-3% -$74.1K ﹤0.01% 1107
2022
Q1 		$3.08M Buy
52,358
+43,104
+466% +$2.73M ﹤0.01% 1092
2021
Q4 		$572K Sell
9,254
-395
-4% -$25K ﹤0.01% 1934
2021
Q3 		$584K Sell
9,649
-8,857
-48% -$510K ﹤0.01% 1914
2021
Q2 		$1.06M Buy
18,506
+109
+0.6% +$6.46K ﹤0.01% 1612
2021
Q1 		$1.04M Buy
18,397
+8,179
+80% +$433K ﹤0.01% 1571
2020
Q4 		$464K Sell
10,218
-180
-2% -$7.26K ﹤0.01% 1887
2020
Q3 		$340K Buy
10,398
+1,178
+13% +$39.8K ﹤0.01% 1945
2020
Q2 		$312K Buy
+9,220
New +$301K ﹤0.01% 1924
2020
Q1 		– Sell
-12,977
Closed -$662K – 2470
2019
Q4 		$662K Buy
+12,977
New +$633K ﹤0.01% 1676
2016
Q1 		– Sell
-18,400
Closed -$643K – 803
2015
Q4 		$643K Hold
18,400
– – 0.02% 491
2015
Q3 		$621K Hold
18,400
– – 0.02% 505
2015
Q2 		$674K Buy
+18,400
New +$660K 0.02% 473

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
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
Lido Advisors Los Angeles, California $36.8B AUM 26.6% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Truist Financial's IAT Position: Q2 2026 in Review

Truist Financial increased its iShares US Regional Banks ETF (IAT) stake by 2.4% in Q2 2026, buying an estimated $202K and bringing the position to 147,053 shares worth $9.15M. The position accounts for 0.01% of the portfolio, ranked #677.

Truist Financial first reported a position in IAT in Q2 2015 and has held it in 29 quarters since. The position peaked at $12.5M in Q4 2023. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

  • Truist Financial held 147,053 shares of iShares US Regional Banks ETF worth $9.15M as of Q2 2026.
  • Truist Financial bought 3,477 iShares US Regional Banks ETF shares in Q2 2026, an estimated $202K.
  • iShares US Regional Banks ETF made up 0.01% of Truist Financial's portfolio in Q2 2026, its #677 holding.
  • Truist Financial first reported a position in iShares US Regional Banks ETF in Q2 2015 and has held it in 29 quarters since.
  • Truist Financial's iShares US Regional Banks ETF position peaked at $12.5M in Q4 2023.
  • 173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.