Regal Investment Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.36M	Buy	25,479 +11,424	+81%	+$615K	0.08%	241
2025 Q4	$757K	Buy	14,055 +7,035	+100%	+$380K	0.05%	338
2025 Q3	$380K	Sell	7,020 -612	-8%	-$32.7K	0.02%	427
2025 Q2	$407K	Sell	7,632 -1,070	-12%	-$55.8K	0.03%	369
2025 Q1	$457K	Sell	8,702 -6,212	-42%	-$323K	0.04%	338
2024 Q4	$768K	Sell	14,914 -19,480	-57%	-$1.02M	0.06%	264
2024 Q3	$1.85M	Sell	34,394 -40,845	-54%	-$2.15M	0.13%	181
2024 Q2	$3.86M	Buy	75,239 +2,591	+4%	+$132K	0.26%	112
2024 Q1	$3.75M	Buy	72,648 +5,329	+8%	+$274K	0.26%	114
2023 Q4	$3.5M	Buy	+67,319	New	+$3.33M	0.26%	114
2017 Q2	–	Sell	-10,720	Closed	-$584K	–	270
2017 Q1	$584K	Sell	10,720 -56	-0.5%	-$3.04K	0.15%	159
2016 Q4	$583K	Buy	10,776 +5,476	+103%	+$299K	0.16%	149
2016 Q3	$295K	Sell	5,300 -874	-14%	-$48.7K	0.08%	209
2016 Q2	$343K	Sell	6,174 -580	-9%	-$31.9K	0.09%	185
2016 Q1	$370K	Sell	6,754 -9,496	-58%	-$513K	0.1%	173
2015 Q4	$871K	Sell	16,250 -16,688	-51%	-$903K	0.23%	118
2015 Q3	$1.79M	Buy	32,938 +18,558	+129%	+$1.01M	0.46%	78
2015 Q2	$782K	Sell	14,380 -1,230	-8%	-$67.5K	0.21%	113
2015 Q1	$864K	Buy	15,610 +10,300	+194%	+$568K	0.21%	120
2014 Q4	$290K	Hold	5,310	–	–	0.08%	183
2014 Q3	$290K	Sell	5,310 -364	-6%	-$20K	0.09%	191
2014 Q2	$313K	Sell	5,674 -2,318	-29%	-$127K	0.11%	161
2014 Q1	$436K	Buy	7,992 +2,758	+53%	+$150K	0.18%	129
2013 Q4	$282K	Buy	5,234 +348	+7%	+$18.8K	0.16%	135
2013 Q3	$264K	Buy	4,886 +454	+10%	+$24.4K	0.15%	143
2013 Q2	$239K	Buy	+4,432	New	+$245K	0.13%	148