Regal Investment Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$223K	Sell	9,730 -11,619	-54%	-$266K	0.01%	604
2025 Q4	$488K	Sell	21,349 -945	-4%	-$21.6K	0.03%	429
2025 Q3	$512K	Sell	22,294 -4,091	-16%	-$93.6K	0.03%	373
2025 Q2	$605K	Sell	26,385 -3,729	-12%	-$85.3K	0.05%	316
2025 Q1	$691K	Sell	30,114 -1,551	-5%	-$35.4K	0.06%	268
2024 Q4	$722K	Buy	31,665 +3,139	+11%	+$71.7K	0.05%	273
2024 Q3	$658K	Buy	28,526 +3,379	+13%	+$77.3K	0.05%	303
2024 Q2	$570K	Sell	25,147 -1,357	-5%	-$30.6K	0.04%	330
2024 Q1	$602K	Sell	26,504 -1,341	-5%	-$30.5K	0.04%	325
2023 Q4	$636K	Buy	+27,845	New	+$628K	0.05%	286

Other funds holding IBTG

HPC

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

Kovitz Investment Group Partners Chicago, Illinois $4.31B AUM 20.41% 1-Year Est. Return

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

CIA

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

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

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

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Regal Investment Advisors's IBTG Position: Q1 2026 in Review

Regal Investment Advisors reduced its iShares iBonds Dec 2026 Term Treasury ETF (IBTG) stake by 54% in Q1 2026, selling an estimated $266K and leaving 9,730 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #604.

Regal Investment Advisors first reported a position in IBTG in Q4 2023 and has held it in 10 quarters since. The position peaked at $722K in Q4 2024. 323 funds tracked by Wall St. Rank hold IBTG as of Q1 2026.

Regal Investment Advisors held 9,730 shares of iShares iBonds Dec 2026 Term Treasury ETF worth $223K as of Q1 2026.
Regal Investment Advisors sold 11,619 iShares iBonds Dec 2026 Term Treasury ETF shares in Q1 2026, an estimated $266K.
iShares iBonds Dec 2026 Term Treasury ETF made up 0.01% of Regal Investment Advisors's portfolio in Q1 2026, its #604 holding.
Regal Investment Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2023 and has held it in 10 quarters since.
Regal Investment Advisors's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $722K in Q4 2024.
323 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.