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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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 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. 154 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.
  • 154 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.