UMB Bank’s iShares US Regional Banks ETF IAT Stock Holding History

UMB Bank’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 Q1	–	Sell	-275	Closed	-$13K	–	1742
2022 Q4	$13K	Hold	275	–	–	﹤0.01%	1220
2022 Q3	$13K	Hold	275	–	–	﹤0.01%	1233
2022 Q2	$14K	Hold	275	–	–	﹤0.01%	1287
2022 Q1	$16K	Hold	275	–	–	﹤0.01%	1327
2021 Q4	$17K	Buy	+275	New	+$17.4K	﹤0.01%	1318

Other funds holding IAT

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BIA

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

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return

UMB Bank's IAT Position: Q1 2023 in Review

UMB Bank sold out of iShares US Regional Banks ETF (IAT) in Q1 2023, closing a stake of 275 shares — an estimated $13K sold.

UMB Bank first reported a position in IAT in Q4 2021 and held it in 5 quarters. The position peaked at $17K in Q4 2021. 154 funds tracked by Wall St. Rank hold IAT as of Q1 2023.

UMB Bank reported no remaining iShares US Regional Banks ETF position as of Q1 2023 after selling out during the quarter.
UMB Bank sold 275 iShares US Regional Banks ETF shares in Q1 2023, an estimated $13K.
UMB Bank first reported a position in iShares US Regional Banks ETF in Q4 2021 and held it in 5 quarters.
UMB Bank's iShares US Regional Banks ETF position peaked at $17K in Q4 2021.
154 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2023.

Based on UMB Bank's 13F filing for Q1 2023, filed 11 Apr 2023.