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Regal Investment Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History

Regal Investment Advisors’s Portfolio GOVT Stock Details GOVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.47M Buy
413,334
+255,830
+162% +$5.9M 0.55% 40
2025
Q4 		$3.63M Buy
157,504
+4,910
+3% +$114K 0.22% 121
2025
Q3 		$3.53M Buy
152,594
+4,300
+3% +$98.6K 0.23% 116
2025
Q2 		$3.41M Buy
148,294
+1,716
+1% +$39.1K 0.26% 101
2025
Q1 		$3.37M Buy
146,578
+4,016
+3% +$91K 0.27% 100
2024
Q4 		$3.28M Sell
142,562
-112,497
-44% -$2.57M 0.25% 113
2024
Q3 		$5.98M Sell
255,059
-255,764
-50% -$5.92M 0.42% 64
2024
Q2 		$11.5M Buy
510,823
+17,898
+4% +$401K 0.75% 28
2024
Q1 		$11.2M Buy
492,925
+3,413
+0.7% +$77.6K 0.77% 27
2023
Q4 		$11.3M Buy
489,512
+346,374
+242% +$7.71M 0.85% 21
2023
Q3 		$3.15M Sell
143,138
-131,330
-48% -$2.96M 0.27% 108
2023
Q2 		$6.29M Buy
274,468
+16,191
+6% +$376K 0.53% 54
2023
Q1 		$6.04M Buy
258,277
+76,888
+42% +$1.78M 0.53% 53
2022
Q4 		$4.12M Sell
181,389
-109,380
-38% -$2.49M 0.4% 69
2022
Q3 		$6.62M Buy
290,769
+43,943
+18% +$1.04M 0.7% 33
2022
Q2 		$5.9M Buy
246,826
+750
+0.3% +$18K 0.61% 40
2022
Q1 		$6.13M Buy
246,076
+24,221
+11% +$620K 0.56% 41
2021
Q4 		$5.92M Buy
221,855
+28,521
+15% +$755K 0.52% 45
2021
Q3 		$5.13M Sell
193,334
-27,807
-13% -$745K 0.5% 50
2021
Q2 		$5.88M Buy
221,141
+167,451
+312% +$4.42M 0.59% 37
2021
Q1 		$1.41M Sell
53,690
-113,710
-68% -$3.04M 1.43% 21
2020
Q4 		$4.56M Buy
167,400
+116,505
+229% +$3.21M 0.52% 47
2020
Q3 		$1.42M Sell
50,895
-65,307
-56% -$1.83M 1.68% 20
2020
Q2 		$3.25M Buy
116,202
+67,443
+138% +$1.89M 0.6% 50
2020
Q1 		$1.37M Sell
48,759
-8,470
-15% -$227K 2.01% 18
2019
Q4 		$1.49M Buy
57,229
+6,520
+13% +$170K 0.27% 114
2019
Q3 		$1.33M Buy
50,709
+3,027
+6% +$79K 0.26% 117
2019
Q2 		$1.23M Buy
47,682
+2,941
+7% +$74.5K 0.24% 121
2019
Q1 		$1.13M Buy
44,741
+772
+2% +$19.2K 0.23% 120
2018
Q4 		$1.08M Buy
43,969
+2,431
+6% +$59.1K 0.24% 119
2018
Q3 		$1.01M Buy
41,538
+6,050
+17% +$148K 0.21% 127
2018
Q2 		$874K Buy
35,488
+980
+3% +$24K 0.27% 118
2018
Q1 		$852K Sell
34,508
-314
-0.9% -$7.75K 0.19% 137
2017
Q4 		$873K Buy
34,822
+630
+2% +$15.8K 0.19% 129
2017
Q3 		$863K Buy
34,192
+5,703
+20% +$144K 0.2% 127
2017
Q2 		$720K Buy
28,489
+2,185
+8% +$55.2K 0.18% 135
2017
Q1 		$659K Buy
26,304
+1,168
+5% +$29.2K 0.17% 142
2016
Q4 		$627K Buy
25,136
+1,342
+6% +$34K 0.17% 144
2016
Q3 		$621K Buy
23,794
+548
+2% +$14.3K 0.18% 145
2016
Q2 		$610K Buy
23,246
+3,788
+19% +$97.9K 0.17% 143
2016
Q1 		$502K Sell
19,458
-803
-4% -$20.5K 0.14% 149
2015
Q4 		$507K Buy
20,261
+5,010
+33% +$126K 0.13% 150
2015
Q3 		$387K Buy
15,251
+566
+4% +$14.3K 0.1% 172
2015
Q2 		$367K Buy
14,685
+269
+2% +$6.79K 0.1% 179
2015
Q1 		$368K Buy
14,416
+19
+0.1% +$484 0.09% 183
2014
Q4 		$362K Buy
14,397
+8,635
+150% +$217K 0.1% 172
2014
Q3 		$143K Buy
+5,762
New +$143K 0.04% 263

Other funds holding GOVT

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TWIM
TIAA Wealth Investment Management New York $13.1B AUM

Regal Investment Advisors's GOVT Position: Q1 2026 in Review

Regal Investment Advisors increased its iShares US Treasury Bond ETF (GOVT) stake by 162% in Q1 2026, buying an estimated $5.9M and bringing the position to 413,334 shares worth $9.47M. The position accounts for 0.55% of the portfolio, ranked #40.

Regal Investment Advisors first reported a position in GOVT in Q3 2014 and has held it in 47 quarters since. The position peaked at $11.5M in Q2 2024. 927 funds tracked by Wall St. Rank hold GOVT as of Q1 2026.

  • Regal Investment Advisors held 413,334 shares of iShares US Treasury Bond ETF worth $9.47M as of Q1 2026.
  • Regal Investment Advisors bought 255,830 iShares US Treasury Bond ETF shares in Q1 2026, an estimated $5.9M.
  • iShares US Treasury Bond ETF made up 0.55% of Regal Investment Advisors's portfolio in Q1 2026, its #40 holding.
  • Regal Investment Advisors first reported a position in iShares US Treasury Bond ETF in Q3 2014 and has held it in 47 quarters since.
  • Regal Investment Advisors's iShares US Treasury Bond ETF position peaked at $11.5M in Q2 2024.
  • 927 funds tracked by Wall St. Rank held iShares US Treasury Bond ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.