Regal Investment Advisors’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.37M | Buy |
229,726
+2,083
| +0.9% | +$48.7K | 0.4% | 69 |
|
|
2025
Q1 | $5.32M | Buy |
227,643
+136,272
| +149% | +$3.18M | 0.43% | 64 |
|
|
2024
Q4 | $2.13M | Buy |
91,371
+51,124
| +127% | +$1.19M | 0.16% | 151 |
|
|
2024
Q3 | $943K | Buy |
40,247
+38
| +0.1% | +$890 | 0.07% | 251 |
|
|
2024
Q2 | $934K | Sell |
40,209
-2,393
| -6% | -$55.6K | 0.06% | 261 |
|
|
2024
Q1 | $990K | Buy |
42,602
+577
| +1% | +$13.4K | 0.07% | 244 |
|
|
2023
Q4 | $978K | Buy |
+42,025
| New | +$978K | 0.07% | 229 |
|