Regal Investment Advisors’s iShares iBonds Dec 2025 Term Treasury ETF IBTF Stock Holding History

Regal Investment Advisors’s Portfolio IBTF Stock Details IBTF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-229,726	Closed	-$5.37M	–	523
2025 Q2	$5.37M	Buy	229,726 +2,083	+0.9%	+$48.6K	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%	+$885	0.07%	251
2024 Q2	$934K	Sell	40,209 -2,393	-6%	-$55.4K	0.06%	262
2024 Q1	$990K	Buy	42,602 +577	+1%	+$13.4K	0.07%	244
2023 Q4	$978K	Buy	+42,025	New	+$972K	0.07%	229

Other funds holding IBTF

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $6.84B AUM 17.28% 1-Year Est. Return

CWM

Connecticut Wealth Management Farmington, Connecticut $2.7B AUM 21.91% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

Regal Investment Advisors's IBTF Position: Q3 2025 in Review

Regal Investment Advisors sold out of iShares iBonds Dec 2025 Term Treasury ETF (IBTF) in Q3 2025, closing a stake of 229,726 shares — an estimated $5.37M sold.

Regal Investment Advisors first reported a position in IBTF in Q4 2023 and held it in 7 quarters. The position peaked at $5.37M in Q2 2025. 301 funds tracked by Wall St. Rank hold IBTF as of Q3 2025.

Regal Investment Advisors reported no remaining iShares iBonds Dec 2025 Term Treasury ETF position as of Q3 2025 after selling out during the quarter.
Regal Investment Advisors sold 229,726 iShares iBonds Dec 2025 Term Treasury ETF shares in Q3 2025, an estimated $5.37M.
Regal Investment Advisors first reported a position in iShares iBonds Dec 2025 Term Treasury ETF in Q4 2023 and held it in 7 quarters.
Regal Investment Advisors's iShares iBonds Dec 2025 Term Treasury ETF position peaked at $5.37M in Q2 2025.
301 funds tracked by Wall St. Rank held iShares iBonds Dec 2025 Term Treasury ETF as of Q3 2025.

Based on Regal Investment Advisors's 13F filing for Q3 2025, filed 13 Nov 2025.