WealthShield Partners’s iShares US Regional Banks ETF IAT Stock Holding History

WealthShield Partners’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	-14,940	Closed	-$712K	–	490
2022 Q4	$712K	Sell	14,940 -5,440	-27%	-$267K	0.14%	168
2022 Q3	$973K	Buy	20,380 +9,800	+93%	+$509K	0.19%	128
2022 Q2	$521K	Buy	+10,580	New	+$564K	0.1%	194

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

Barry Investment Advisors New Bedford, Massachusetts $524M AUM 15.38% 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 $2.66B AUM 18.07% 1-Year Est. Return

WealthShield Partners's IAT Position: Q1 2023 in Review

WealthShield Partners sold out of iShares US Regional Banks ETF (IAT) in Q1 2023, closing a stake of 14,940 shares — an estimated $712K sold.

WealthShield Partners first reported a position in IAT in Q2 2022 and held it in 3 quarters. The position peaked at $973K in Q3 2022. 155 funds tracked by Wall St. Rank hold IAT as of Q1 2023.

WealthShield Partners reported no remaining iShares US Regional Banks ETF position as of Q1 2023 after selling out during the quarter.
WealthShield Partners sold 14,940 iShares US Regional Banks ETF shares in Q1 2023, an estimated $712K.
WealthShield Partners first reported a position in iShares US Regional Banks ETF in Q2 2022 and held it in 3 quarters.
WealthShield Partners's iShares US Regional Banks ETF position peaked at $973K in Q3 2022.
155 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q1 2023.

Based on WealthShield Partners's 13F filing for Q1 2023, filed 8 May 2023.