RIA
Regal Investment Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.08M | Sell |
71,356
-220
| -0.3% | -$21.8K | 0.53% | 48 |
|
|
2025
Q1 | $7.08M | Buy |
71,576
+30,426
| +74% | +$3.01M | 0.57% | 42 |
|
|
2024
Q4 | $3.99M | Sell |
41,150
-10,784
| -21% | -$1.04M | 0.3% | 94 |
|
|
2024
Q3 | $5.26M | Buy |
51,934
+7,036
| +16% | +$713K | 0.37% | 79 |
|
|
2024
Q2 | $4.36M | Sell |
44,898
-11,123
| -20% | -$1.08M | 0.28% | 101 |
|
|
2024
Q1 | $5.49M | Sell |
56,021
-5,187
| -8% | -$508K | 0.38% | 73 |
|
|
2023
Q4 | $6.07M | Buy |
61,208
+4,997
| +9% | +$496K | 0.46% | 62 |
|
|
2023
Q3 | $5.29M | Buy |
56,211
+3,104
| +6% | +$292K | 0.45% | 63 |
|
|
2023
Q2 | $5.2M | Buy |
53,107
+3,521
| +7% | +$345K | 0.44% | 67 |
|
|
2023
Q1 | $4.94M | Buy |
49,586
+12,503
| +34% | +$1.25M | 0.44% | 65 |
|
|
2022
Q4 | $3.6M | Buy |
37,083
+8,558
| +30% | +$830K | 0.35% | 81 |
|
|
2022
Q3 | $2.75M | Buy |
28,525
+2,066
| +8% | +$199K | 0.29% | 92 |
|
|
2022
Q2 | $2.69M | Sell |
26,459
-2,807
| -10% | -$285K | 0.28% | 94 |
|
|
2022
Q1 | $3.13M | Sell |
29,266
-6,059
| -17% | -$649K | 0.29% | 90 |
|
|
2021
Q4 | $4.03M | Buy |
35,325
+1,978
| +6% | +$226K | 0.36% | 72 |
|
|
2021
Q3 | $3.83M | Buy |
33,347
+636
| +2% | +$73K | 0.37% | 71 |
|
|
2021
Q2 | $3.77M | Buy |
+32,711
| New | +$3.77M | 0.38% | 71 |
|
|
2021
Q1 | – | Sell |
-27,270
| Closed | -$3.22M | – | 39 |
|
|
2020
Q4 | $3.22M | Buy |
+27,270
| New | +$3.22M | 0.36% | 75 |
|
|
2020
Q3 | – | Sell |
-34,036
| Closed | -$4.02M | – | 32 |
|
|
2020
Q2 | $4.02M | Buy |
+34,036
| New | +$4.02M | 0.74% | 34 |
|
|
2020
Q1 | – | Sell |
-29,232
| Closed | -$3.29M | – | 37 |
|
|
2019
Q4 | $3.29M | Buy |
29,232
+1,893
| +7% | +$213K | 0.59% | 44 |
|
|
2019
Q3 | $3.09M | Buy |
27,339
+3,343
| +14% | +$378K | 0.6% | 39 |
|
|
2019
Q2 | $2.67M | Buy |
23,996
+545
| +2% | +$60.7K | 0.52% | 51 |
|
|
2019
Q1 | $2.56M | Sell |
23,451
-3,304
| -12% | -$360K | 0.52% | 52 |
|
|
2018
Q4 | $2.85M | Buy |
26,755
+5,874
| +28% | +$625K | 0.62% | 45 |
|
|
2018
Q3 | $2.2M | Buy |
20,881
+10,269
| +97% | +$1.08M | 0.46% | 63 |
|
|
2018
Q2 | $1.13M | Sell |
10,612
-3,015
| -22% | -$320K | 0.34% | 98 |
|
|
2018
Q1 | $1.46M | Sell |
13,627
-12,614
| -48% | -$1.35M | 0.32% | 100 |
|
|
2017
Q4 | $2.87M | Buy |
26,241
+12,563
| +92% | +$1.37M | 0.64% | 44 |
|
|
2017
Q3 | $1.5M | Sell |
13,678
-7,763
| -36% | -$851K | 0.35% | 95 |
|
|
2017
Q2 | $2.35M | Sell |
21,441
-5,434
| -20% | -$595K | 0.58% | 57 |
|
|
2017
Q1 | $2.92M | Sell |
26,875
-1,256
| -4% | -$136K | 0.76% | 39 |
|
|
2016
Q4 | $3.04M | Buy |
28,131
+10,963
| +64% | +$1.18M | 0.84% | 37 |
|
|
2016
Q3 | $1.93M | Sell |
17,168
-32,630
| -66% | -$3.67M | 0.55% | 66 |
|
|
2016
Q2 | $5.61M | Sell |
49,798
-3,005
| -6% | -$338K | 1.54% | 7 |
|
|
2016
Q1 | $5.85M | Sell |
52,803
-4,821
| -8% | -$534K | 1.59% | 8 |
|
|
2015
Q4 | $6.22M | Buy |
57,624
+7,820
| +16% | +$845K | 1.61% | 6 |
|
|
2015
Q3 | $5.46M | Buy |
49,804
+1,061
| +2% | +$116K | 1.42% | 7 |
|
|
2015
Q2 | $5.3M | Sell |
48,743
-25,187
| -34% | -$2.74M | 1.43% | 7 |
|
|
2015
Q1 | $8.24M | Buy |
73,930
+15,949
| +28% | +$1.78M | 2.04% | 2 |
|
|
2014
Q4 | $6.39M | Buy |
57,981
+4,796
| +9% | +$528K | 1.71% | 6 |
|
|
2014
Q3 | $5.8M | Sell |
53,185
-2,912
| -5% | -$318K | 1.75% | 6 |
|
|
2014
Q2 | $6.14M | Buy |
56,097
+41,907
| +295% | +$4.58M | 2.19% | 3 |
|
|
2014
Q1 | $1.53M | Buy |
14,190
+11,025
| +348% | +$1.19M | 0.65% | 59 |
|
|
2013
Q4 | $337K | Sell |
3,165
-12,840
| -80% | -$1.37M | 0.19% | 127 |
|
|
2013
Q3 | $1.72M | Sell |
16,005
-8,005
| -33% | -$858K | 1% | 17 |
|
|
2013
Q2 | $2.57M | Buy |
+24,010
| New | +$2.57M | 1.42% | 10 |
|