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 Q2	–	Sell	-9,730	Closed	-$223K	–	670
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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

CIA

Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return

CWM

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

Regal Investment Advisors's IBTG Position: Q2 2026 in Review

Regal Investment Advisors sold out of iShares iBonds Dec 2026 Term Treasury ETF (IBTG) in Q2 2026, closing a stake of 9,730 shares — an estimated $223K sold.

Regal Investment Advisors first reported a position in IBTG in Q4 2023 and held it in 10 quarters. The position peaked at $722K in Q4 2024. 319 funds tracked by Wall St. Rank hold IBTG as of Q2 2026.

Regal Investment Advisors reported no remaining iShares iBonds Dec 2026 Term Treasury ETF position as of Q2 2026 after selling out during the quarter.
Regal Investment Advisors sold 9,730 iShares iBonds Dec 2026 Term Treasury ETF shares in Q2 2026, an estimated $223K.
Regal Investment Advisors first reported a position in iShares iBonds Dec 2026 Term Treasury ETF in Q4 2023 and held it in 10 quarters.
Regal Investment Advisors's iShares iBonds Dec 2026 Term Treasury ETF position peaked at $722K in Q4 2024.
319 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Treasury ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.