Regal Investment Advisors’s iShares iBonds Dec 2024 Term Treasury ETF IBTE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-39,854
| Closed | -$956K | – | 522 |
|
|
2024
Q3 | $956K | Sell |
39,854
-1,724
| -4% | -$41.4K | 0.07% | 249 |
|
|
2024
Q2 | $997K | Sell |
41,578
-1,121
| -3% | -$26.9K | 0.07% | 254 |
|
|
2024
Q1 | $1.02M | Buy |
42,699
+1,786
| +4% | +$42.8K | 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% | -$621K | 0.18% | 138 |
|
|
2023
Q2 | $2.81M | Buy |
+117,982
| New | +$2.81M | 0.24% | 115 |
|