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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-111,266
Closed -$2.76M – 567
2023
Q3 		$2.76M Sell
111,266
-21,231
-16% -$527K 0.23% 120
2023
Q2 		$3.29M Buy
132,497
+115,827
+695% +$2.87M 0.28% 93
2023
Q1 		$414K Buy
16,670
+2,081
+14% +$51.6K 0.04% 317
2022
Q4 		$360K Buy
+14,589
New +$360K 0.03% 343