RIA
Regal Investment Advisors’s iShares US Treasury Bond ETF GOVT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.41M | Buy |
148,294
+1,716
| +1% | +$39.4K | 0.26% | 101 |
|
|
2025
Q1 | $3.37M | Buy |
146,578
+4,016
| +3% | +$92.3K | 0.27% | 100 |
|
|
2024
Q4 | $3.28M | Sell |
142,562
-112,497
| -44% | -$2.59M | 0.25% | 113 |
|
|
2024
Q3 | $5.98M | Sell |
255,059
-255,764
| -50% | -$6M | 0.42% | 64 |
|
|
2024
Q2 | $11.5M | Buy |
510,823
+17,898
| +4% | +$404K | 0.75% | 27 |
|
|
2024
Q1 | $11.2M | Buy |
492,925
+3,413
| +0.7% | +$77.7K | 0.77% | 27 |
|
|
2023
Q4 | $11.3M | Buy |
489,512
+346,374
| +242% | +$7.98M | 0.85% | 21 |
|
|
2023
Q3 | $3.15M | Sell |
143,138
-131,330
| -48% | -$2.89M | 0.27% | 107 |
|
|
2023
Q2 | $6.29M | Buy |
274,468
+16,191
| +6% | +$371K | 0.53% | 54 |
|
|
2023
Q1 | $6.04M | Buy |
258,277
+76,888
| +42% | +$1.8M | 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% | +$1M | 0.7% | 32 |
|
|
2022
Q2 | $5.9M | Buy |
246,826
+750
| +0.3% | +$17.9K | 0.61% | 40 |
|
|
2022
Q1 | $6.13M | Buy |
246,076
+24,221
| +11% | +$603K | 0.56% | 41 |
|
|
2021
Q4 | $5.92M | Buy |
221,855
+28,521
| +15% | +$761K | 0.52% | 45 |
|
|
2021
Q3 | $5.13M | Sell |
193,334
-27,807
| -13% | -$738K | 0.5% | 50 |
|
|
2021
Q2 | $5.88M | Buy |
221,141
+167,451
| +312% | +$4.45M | 0.59% | 37 |
|
|
2021
Q1 | $1.41M | Sell |
53,690
-113,710
| -68% | -$2.98M | 1.43% | 21 |
|
|
2020
Q4 | $4.56M | Buy |
167,400
+116,505
| +229% | +$3.17M | 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% | -$237K | 2.01% | 18 |
|
|
2019
Q4 | $1.49M | Buy |
57,229
+6,520
| +13% | +$169K | 0.27% | 114 |
|
|
2019
Q3 | $1.34M | Buy |
50,709
+3,027
| +6% | +$79.7K | 0.26% | 117 |
|
|
2019
Q2 | $1.23M | Buy |
47,682
+2,941
| +7% | +$75.9K | 0.24% | 121 |
|
|
2019
Q1 | $1.13M | Buy |
44,741
+772
| +2% | +$19.5K | 0.23% | 119 |
|
|
2018
Q4 | $1.08M | Buy |
43,969
+2,431
| +6% | +$59.9K | 0.24% | 119 |
|
|
2018
Q3 | $1.01M | Buy |
41,538
+6,050
| +17% | +$147K | 0.21% | 127 |
|
|
2018
Q2 | $874K | Buy |
35,488
+980
| +3% | +$24.1K | 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% | +$29.3K | 0.17% | 142 |
|
|
2016
Q4 | $627K | Buy |
25,136
+1,342
| +6% | +$33.5K | 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% | +$99.4K | 0.17% | 143 |
|
|
2016
Q1 | $502K | Sell |
19,458
-803
| -4% | -$20.7K | 0.14% | 149 |
|
|
2015
Q4 | $507K | Buy |
20,261
+5,010
| +33% | +$125K | 0.13% | 150 |
|
|
2015
Q3 | $387K | Buy |
15,251
+566
| +4% | +$14.4K | 0.1% | 172 |
|
|
2015
Q2 | $367K | Buy |
14,685
+269
| +2% | +$6.72K | 0.1% | 179 |
|
|
2015
Q1 | $368K | Buy |
14,416
+19
| +0.1% | +$485 | 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 |
|