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

YorkBridge Wealth 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
2019 Q3	–	Sell	-550	Closed	-$25K	–	389
2019 Q2	$25K	Hold	550	–	–	0.01%	442
2019 Q1	$24K	Hold	550	–	–	0.01%	442
2018 Q4	$22K	Hold	550	–	–	0.01%	440
2018 Q3	$27K	Hold	550	–	–	0.01%	449
2018 Q2	$27K	Hold	550	–	–	0.01%	453
2018 Q1	$28K	Hold	550	–	–	0.01%	446
2017 Q4	$28K	Hold	550	–	–	0.01%	446
2017 Q3	$26K	Hold	550	–	–	0.01%	462
2017 Q2	$25K	Hold	550	–	–	0.01%	457
2017 Q1	$25K	Hold	550	–	–	0.01%	453
2016 Q4	$24K	Buy	+550	New	+$22.3K	0.01%	451

Other funds holding IAT

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCM

BTR Capital Management Oakland, California $641M AUM 9.05% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return

YorkBridge Wealth Partners's IAT Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of iShares US Regional Banks ETF (IAT) in Q3 2019, closing a stake of 550 shares — an estimated $25K sold.

YorkBridge Wealth Partners first reported a position in IAT in Q4 2016 and held it in 11 quarters. The position peaked at $28K in Q1 2018. 104 funds tracked by Wall St. Rank hold IAT as of Q3 2019.

YorkBridge Wealth Partners reported no remaining iShares US Regional Banks ETF position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 550 iShares US Regional Banks ETF shares in Q3 2019, an estimated $25K.
YorkBridge Wealth Partners first reported a position in iShares US Regional Banks ETF in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's iShares US Regional Banks ETF position peaked at $28K in Q1 2018.
104 funds tracked by Wall St. Rank held iShares US Regional Banks ETF as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.