TS Financial Group (TSFG)’s iShares US Regional Banks ETF IAT Stock Holding History

TS Financial Group (TSFG)’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
2023 Q4	–	Sell	-1,715	Closed	-$58K	–	957
2023 Q3	$58K	Buy	1,715 +1,510	+737%	+$54.3K	0.02%	264
2023 Q2	$7K	Hold	205	–	–	﹤0.01%	601
2023 Q1	$7K	Hold	205	–	–	﹤0.01%	588
2022 Q4	$10K	Hold	205	–	–	﹤0.01%	531
2022 Q3	$10K	Hold	205	–	–	﹤0.01%	509
2022 Q2	$10K	Hold	205	–	–	﹤0.01%	527
2022 Q1	$12K	Sell	205 -8	-4%	-$507	﹤0.01%	516
2021 Q4	$13K	Hold	213	–	–	﹤0.01%	521
2021 Q3	$13K	Buy	+213	New	+$12.3K	0.01%	510

Other funds holding IAT

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

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

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 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

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

BIA

Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

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

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

TS Financial Group (TSFG)'s IAT Position: Q4 2023 in Review

TS Financial Group (TSFG) sold out of iShares US Regional Banks ETF (IAT) in Q4 2023, closing a stake of 1,715 shares — an estimated $58K sold.

TS Financial Group (TSFG) first reported a position in IAT in Q3 2021 and held it in 9 quarters. The position peaked at $58K in Q3 2023. 183 funds tracked by Wall St. Rank hold IAT as of Q4 2023.

TS Financial Group (TSFG) reported no remaining iShares US Regional Banks ETF position as of Q4 2023 after selling out during the quarter.
TS Financial Group (TSFG) sold 1,715 iShares US Regional Banks ETF shares in Q4 2023, an estimated $58K.
TS Financial Group (TSFG) first reported a position in iShares US Regional Banks ETF in Q3 2021 and held it in 9 quarters.
TS Financial Group (TSFG)'s iShares US Regional Banks ETF position peaked at $58K in Q3 2023.
183 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q4 2023.

Based on TS Financial Group (TSFG)'s 13F filing for Q4 2023, filed 24 Jan 2024.