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WealthBridge Capital Management’s iShares US Regional Banks ETF IAT Stock Holding History

WealthBridge Capital Management’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
2022
Q2 		– Sell
-8,414
Closed -$496K – 208
2022
Q1 		$496K Buy
+8,414
New +$533K 0.19% 108
2019
Q2 		– Sell
-1,470
Closed -$68K – 442
2019
Q1 		$68K Hold
1,470
– – 0.04% 237
2018
Q4 		$59K Buy
+1,470
New +$66.6K 0.04% 227

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WealthBridge Capital Management's IAT Position: Q2 2022 in Review

WealthBridge Capital Management sold out of iShares US Regional Banks ETF (IAT) in Q2 2022, closing a stake of 8,414 shares — an estimated $496K sold.

WealthBridge Capital Management first reported a position in IAT in Q4 2018 and held it in 3 quarters. The position peaked at $496K in Q1 2022. 140 funds tracked by Wall St. Rank hold IAT as of Q2 2022.

  • WealthBridge Capital Management reported no remaining iShares US Regional Banks ETF position as of Q2 2022 after selling out during the quarter.
  • WealthBridge Capital Management sold 8,414 iShares US Regional Banks ETF shares in Q2 2022, an estimated $496K.
  • WealthBridge Capital Management first reported a position in iShares US Regional Banks ETF in Q4 2018 and held it in 3 quarters.
  • WealthBridge Capital Management's iShares US Regional Banks ETF position peaked at $496K in Q1 2022.
  • 140 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2022.

Based on WealthBridge Capital Management's 13F filing for Q2 2022, filed 12 Aug 2022.