RIA
IBTD

Regal Investment Advisors’s iShares iBonds Dec 2023 Term Treasury ETF IBTD Stock Holding History

Regal Investment Advisors’s Portfolio IBTD Stock Details IBTD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-111,266
Closed -$2.76M – 568
2023
Q3 		$2.76M Sell
111,266
-21,231
-16% -$526K 0.23% 121
2023
Q2 		$3.29M Buy
132,497
+115,827
+695% +$2.87M 0.28% 93
2023
Q1 		$414K Buy
16,670
+2,081
+14% +$51.5K 0.04% 318
2022
Q4 		$360K Buy
+14,589
New +$361K 0.03% 344

Other funds holding IBTD

GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $470M AUM 15.4% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Regal Investment Advisors's IBTD Position: Q4 2023 in Review

Regal Investment Advisors sold out of iShares iBonds Dec 2023 Term Treasury ETF (IBTD) in Q4 2023, closing a stake of 111,266 shares — an estimated $2.76M sold.

Regal Investment Advisors first reported a position in IBTD in Q4 2022 and held it in 4 quarters. The position peaked at $3.29M in Q2 2023. 3 funds tracked by Wall St. Rank hold IBTD as of Q4 2023.

  • Regal Investment Advisors reported no remaining iShares iBonds Dec 2023 Term Treasury ETF position as of Q4 2023 after selling out during the quarter.
  • Regal Investment Advisors sold 111,266 iShares iBonds Dec 2023 Term Treasury ETF shares in Q4 2023, an estimated $2.76M.
  • Regal Investment Advisors first reported a position in iShares iBonds Dec 2023 Term Treasury ETF in Q4 2022 and held it in 4 quarters.
  • Regal Investment Advisors's iShares iBonds Dec 2023 Term Treasury ETF position peaked at $3.29M in Q2 2023.
  • 3 funds tracked by Wall St. Rank held iShares iBonds Dec 2023 Term Treasury ETF as of Q4 2023.

Based on Regal Investment Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.