RIA
IBTE

Regal Investment Advisors’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History

Regal Investment Advisors’s Portfolio IBTE Stock Details IBTE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-39,854
Closed -$956K – 523
2024
Q3 		$956K Sell
39,854
-1,724
-4% -$41.3K 0.07% 249
2024
Q2 		$997K Sell
41,578
-1,121
-3% -$26.8K 0.07% 255
2024
Q1 		$1.02M Buy
42,699
+1,786
+4% +$42.7K 0.07% 241
2023
Q4 		$976K Sell
40,913
-51,004
-55% -$1.22M 0.07% 230
2023
Q3 		$2.19M Sell
91,917
-26,065
-22% -$620K 0.18% 139
2023
Q2 		$2.81M Buy
+117,982
New +$2.82M 0.24% 115

Other funds holding IBTE

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return
JAG
Journey Advisory Group Covington, Kentucky $1.17B AUM 20.21% 1-Year Est. Return
MFS
Mattson Financial Services Kentwood, Michigan $419M AUM 19.95% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Regal Investment Advisors's IBTE Position: Q4 2024 in Review

Regal Investment Advisors sold out of iShares iBonds Dec 2024 Term Treasury ETF (IBTE) in Q4 2024, closing a stake of 39,854 shares — an estimated $956K sold.

Regal Investment Advisors first reported a position in IBTE in Q2 2023 and held it in 6 quarters. The position peaked at $2.81M in Q2 2023. 5 funds tracked by Wall St. Rank hold IBTE as of Q4 2024.

  • Regal Investment Advisors reported no remaining iShares iBonds Dec 2024 Term Treasury ETF position as of Q4 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 39,854 iShares iBonds Dec 2024 Term Treasury ETF shares in Q4 2024, an estimated $956K.
  • Regal Investment Advisors first reported a position in iShares iBonds Dec 2024 Term Treasury ETF in Q2 2023 and held it in 6 quarters.
  • Regal Investment Advisors's iShares iBonds Dec 2024 Term Treasury ETF position peaked at $2.81M in Q2 2023.
  • 5 funds tracked by Wall St. Rank held iShares iBonds Dec 2024 Term Treasury ETF as of Q4 2024.

Based on Regal Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.