RIA
Regal Investment Advisors’s iShares Core International Aggregate Bond Fund IAGG Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.2M | Buy |
+62,698
| New | +$3.2M | 0.24% | 114 |
|
|
2022
Q3 | – | Sell |
-15,350
| Closed | -$765K | – | 505 |
|
|
2022
Q2 | $765K | Sell |
15,350
-201,476
| -93% | -$10M | 0.08% | 225 |
|
|
2022
Q1 | $11.3M | Buy |
216,826
+1,581
| +0.7% | +$82.4K | 1.04% | 20 |
|
|
2021
Q4 | $11.7M | Buy |
215,245
+10,581
| +5% | +$577K | 1.04% | 20 |
|
|
2021
Q3 | $11.3M | Buy |
204,664
+10,260
| +5% | +$565K | 1.09% | 13 |
|
|
2021
Q2 | $10.7M | Buy |
+194,404
| New | +$10.7M | 1.07% | 15 |
|
|
2021
Q1 | – | Sell |
-175,618
| Closed | -$9.87M | – | 206 |
|
|
2020
Q4 | $9.87M | Buy |
+175,618
| New | +$9.87M | 1.12% | 17 |
|
|
2020
Q3 | – | Sell |
-101,273
| Closed | -$5.64M | – | 112 |
|
|
2020
Q2 | $5.64M | Buy |
+101,273
| New | +$5.64M | 1.03% | 23 |
|
|
2020
Q1 | – | Sell |
-6,652
| Closed | -$364K | – | 152 |
|
|
2019
Q4 | $364K | Sell |
6,652
-165
| -2% | -$9.03K | 0.07% | 234 |
|
|
2019
Q3 | $380K | Sell |
6,817
-412
| -6% | -$23K | 0.07% | 218 |
|
|
2019
Q2 | $394K | Sell |
7,229
-977
| -12% | -$53.2K | 0.08% | 218 |
|
|
2019
Q1 | $439K | Sell |
8,206
-768
| -9% | -$41.1K | 0.09% | 197 |
|
|
2018
Q4 | $469K | Sell |
8,974
-9,782
| -52% | -$511K | 0.1% | 188 |
|
|
2018
Q3 | $980K | Buy |
18,756
+2,871
| +18% | +$150K | 0.21% | 132 |
|
|
2018
Q2 | $837K | Buy |
+15,885
| New | +$837K | 0.25% | 123 |
|