Regal Investment Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $897K | Sell |
7,536
-74
| -1% | -$8.81K | 0.07% | 250 |
|
|
2025
Q1 | $899K | Sell |
7,610
-840
| -10% | -$99.2K | 0.07% | 236 |
|
|
2024
Q4 | $976K | Sell |
8,450
-3,783
| -31% | -$437K | 0.07% | 231 |
|
|
2024
Q3 | $1.46M | Buy |
12,233
+9,175
| +300% | +$1.1M | 0.1% | 205 |
|
|
2024
Q2 | $353K | Sell |
3,058
-2,161
| -41% | -$250K | 0.02% | 422 |
|
|
2024
Q1 | $604K | Buy |
5,219
+1,357
| +35% | +$157K | 0.04% | 323 |
|
|
2023
Q4 | $452K | Sell |
3,862
-43,751
| -92% | -$5.12M | 0.03% | 345 |
|
|
2023
Q3 | $5.39M | Buy |
47,613
+4,467
| +10% | +$505K | 0.45% | 62 |
|
|
2023
Q2 | $4.97M | Buy |
43,146
+2,628
| +6% | +$303K | 0.42% | 73 |
|
|
2023
Q1 | $4.77M | Buy |
+40,518
| New | +$4.77M | 0.42% | 72 |
|
|
2015
Q4 | – | Sell |
-445
| Closed | -$55K | – | 555 |
|
|
2015
Q3 | $55K | Sell |
445
-2,623
| -85% | -$324K | 0.01% | 416 |
|
|
2015
Q2 | $377K | Sell |
3,068
-449
| -13% | -$55.2K | 0.1% | 177 |
|
|
2015
Q1 | $437K | Sell |
3,517
-79
| -2% | -$9.82K | 0.11% | 166 |
|
|
2014
Q4 | $440K | Sell |
3,596
-138
| -4% | -$16.9K | 0.12% | 152 |
|
|
2014
Q3 | $453K | Sell |
3,734
-174
| -4% | -$21.1K | 0.14% | 151 |
|
|
2014
Q2 | $476K | Sell |
3,908
-458
| -10% | -$55.8K | 0.17% | 138 |
|
|
2014
Q1 | $527K | Buy |
4,366
+1,007
| +30% | +$122K | 0.22% | 115 |
|
|
2013
Q4 | $403K | Sell |
3,359
-12,415
| -79% | -$1.49M | 0.23% | 116 |
|
|
2013
Q3 | $1.91M | Buy |
15,774
+3,621
| +30% | +$439K | 1.12% | 13 |
|
|
2013
Q2 | $1.47M | Buy |
+12,153
| New | +$1.47M | 0.81% | 25 |
|