UBS AM
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UBS AM’s iShares US Regional Banks ETF IAT Stock Holding History

UBS AM’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 		$1.99K Hold
32
– – ﹤0.01% 3542
2026
Q1 		$1.72K Buy
+32
New +$1.82K ﹤0.01% 3621
2018
Q4 		– Sell
-300
Closed -$14.7K – 2794
2018
Q3 		$14.7K Hold
300
– – ﹤0.01% 2645
2018
Q2 		$14.7K Hold
300
– – ﹤0.01% 2665
2018
Q1 		$15.1K Buy
+300
New +$15.7K ﹤0.01% 2559

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

UBS AM's IAT Position: Q2 2026 in Review

UBS AM held its iShares US Regional Banks ETF (IAT) position steady in Q2 2026 at 32 shares worth $1.99K. The position accounts for ﹤0.01% of the portfolio, ranked #3542.

UBS AM first reported a position in IAT in Q1 2018 and has held it in 5 quarters since. The position peaked at $15.1K in Q1 2018. 173 funds tracked by Wall St. Rank hold IAT as of Q2 2026.

  • UBS AM held 32 shares of iShares US Regional Banks ETF worth $1.99K as of Q2 2026.
  • UBS AM left its iShares US Regional Banks ETF share count unchanged in Q2 2026.
  • iShares US Regional Banks ETF made up ﹤0.01% of UBS AM's portfolio in Q2 2026, its #3542 holding.
  • UBS AM first reported a position in iShares US Regional Banks ETF in Q1 2018 and has held it in 5 quarters since.
  • UBS AM's iShares US Regional Banks ETF position peaked at $15.1K in Q1 2018.
  • 173 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.