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BOLTON SECURITIES CORPORATION’s iShares US Regional Banks ETF IAT Stock Holding History

BOLTON SECURITIES CORPORATION’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
2026
Q3 		$40.3K Hold
705
– – ﹤0.01% 1406
2026
Q2 		$43.9K Hold
705
– – ﹤0.01% 1386
2026
Q1 		$38K Buy
+705
New +$40K ﹤0.01% 1297
2025
Q3 		$37K Buy
+705
New +$36.8K ﹤0.01% 1224

Other funds holding IAT

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
GW Henssler & Associates
GW Henssler & Associates Kennesaw, Georgia $2.3B AUM 15.5% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $39.1B AUM 20.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Martin & Co
Martin & Co Knoxville, Tennessee $616M AUM 16.64% 1-Year Est. Return
KCM Investment Advisors
KCM Investment Advisors Greenbrae, California $3.36B AUM 23.19% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IAT Position: Q3 2026 in Review

BOLTON SECURITIES CORPORATION held its iShares US Regional Banks ETF (IAT) position steady in Q3 2026 at 705 shares worth $40.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1406.

BOLTON SECURITIES CORPORATION first reported a position in IAT in Q3 2025 and has held it in 4 quarters since. The position peaked at $43.9K in Q2 2026. 118 funds tracked by Wall St. Rank hold IAT as of Q3 2026.

  • BOLTON SECURITIES CORPORATION held 705 shares of iShares US Regional Banks ETF worth $40.3K as of Q3 2026.
  • BOLTON SECURITIES CORPORATION left its iShares US Regional Banks ETF share count unchanged in Q3 2026.
  • iShares US Regional Banks ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q3 2026, its #1406 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in iShares US Regional Banks ETF in Q3 2025 and has held it in 4 quarters since.
  • BOLTON SECURITIES CORPORATION's iShares US Regional Banks ETF position peaked at $43.9K in Q2 2026.
  • 118 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q3 2026, filed 12 Nov 2026.