Regal Investment Advisors’s iShares iBonds Dec 2026 Term Treasury ETF IBTG Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $605K | Sell |
26,385
-3,729
| -12% | -$85.5K | 0.05% | 316 |
|
|
2025
Q1 | $691K | Sell |
30,114
-1,551
| -5% | -$35.6K | 0.06% | 268 |
|
|
2024
Q4 | $722K | Buy |
31,665
+3,139
| +11% | +$71.6K | 0.05% | 273 |
|
|
2024
Q3 | $658K | Buy |
28,526
+3,379
| +13% | +$77.9K | 0.05% | 303 |
|
|
2024
Q2 | $570K | Sell |
25,147
-1,357
| -5% | -$30.7K | 0.04% | 329 |
|
|
2024
Q1 | $602K | Sell |
26,504
-1,341
| -5% | -$30.5K | 0.04% | 325 |
|
|
2023
Q4 | $636K | Buy |
+27,845
| New | +$636K | 0.05% | 286 |
|