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Western Pacific Wealth Management’s iShares US Regional Banks ETF IAT Stock Holding History

Western Pacific Wealth 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
2023
Q2 		– Sell
-3,000
Closed -$107K – 291
2023
Q1 		$107K Buy
+3,000
New +$140K 0.08% 78

Other funds holding IAT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
RCYC
Richard C. Young & Co Newport, Rhode Island $1.36B AUM 66.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BB
Bell Bank Fargo, North Dakota $2.62B AUM 23.93% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return

Western Pacific Wealth Management's IAT Position: Q2 2023 in Review

Western Pacific Wealth Management sold out of iShares US Regional Banks ETF (IAT) in Q2 2023, closing a stake of 3,000 shares — an estimated $107K sold.

Western Pacific Wealth Management first reported a position in IAT in Q1 2023 and held it in 1 quarter. The position peaked at $107K in Q1 2023. 156 funds tracked by Wall St. Rank hold IAT as of Q2 2023.

  • Western Pacific Wealth Management reported no remaining iShares US Regional Banks ETF position as of Q2 2023 after selling out during the quarter.
  • Western Pacific Wealth Management sold 3,000 iShares US Regional Banks ETF shares in Q2 2023, an estimated $107K.
  • Western Pacific Wealth Management first reported a position in iShares US Regional Banks ETF in Q1 2023 and held it in 1 quarter.
  • Western Pacific Wealth Management's iShares US Regional Banks ETF position peaked at $107K in Q1 2023.
  • 156 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q2 2023.

Based on Western Pacific Wealth Management's 13F filing for Q2 2023, filed 8 Aug 2023.