RIA
Regal Investment Advisors’s iShares 5-10 Year Investment Grade Corporate Bond ETF IGIB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $407K | Sell |
7,632
-1,070
| -12% | -$57K | 0.03% | 369 |
|
|
2025
Q1 | $457K | Sell |
8,702
-6,212
| -42% | -$326K | 0.04% | 338 |
|
|
2024
Q4 | $768K | Sell |
14,914
-19,480
| -57% | -$1M | 0.06% | 264 |
|
|
2024
Q3 | $1.85M | Sell |
34,394
-40,845
| -54% | -$2.19M | 0.13% | 181 |
|
|
2024
Q2 | $3.86M | Buy |
75,239
+2,591
| +4% | +$133K | 0.25% | 111 |
|
|
2024
Q1 | $3.75M | Buy |
72,648
+5,329
| +8% | +$275K | 0.26% | 114 |
|
|
2023
Q4 | $3.5M | Buy |
+67,319
| New | +$3.5M | 0.26% | 114 |
|
|
2017
Q2 | – | Sell |
-5,360
| Closed | -$584K | – | 270 |
|
|
2017
Q1 | $584K | Sell |
5,360
-28
| -0.5% | -$3.05K | 0.15% | 159 |
|
|
2016
Q4 | $583K | Buy |
5,388
+2,738
| +103% | +$296K | 0.16% | 149 |
|
|
2016
Q3 | $295K | Sell |
2,650
-437
| -14% | -$48.6K | 0.08% | 209 |
|
|
2016
Q2 | $343K | Sell |
3,087
-290
| -9% | -$32.2K | 0.09% | 185 |
|
|
2016
Q1 | $370K | Sell |
3,377
-4,748
| -58% | -$520K | 0.1% | 173 |
|
|
2015
Q4 | $871K | Sell |
8,125
-8,344
| -51% | -$894K | 0.23% | 118 |
|
|
2015
Q3 | $1.79M | Buy |
16,469
+9,279
| +129% | +$1.01M | 0.46% | 78 |
|
|
2015
Q2 | $782K | Sell |
7,190
-615
| -8% | -$66.9K | 0.21% | 113 |
|
|
2015
Q1 | $864K | Buy |
7,805
+5,150
| +194% | +$570K | 0.21% | 120 |
|
|
2014
Q4 | $290K | Hold |
2,655
| – | – | 0.08% | 183 |
|
|
2014
Q3 | $290K | Sell |
2,655
-182
| -6% | -$19.9K | 0.09% | 191 |
|
|
2014
Q2 | $313K | Sell |
2,837
-1,159
| -29% | -$128K | 0.11% | 161 |
|
|
2014
Q1 | $436K | Buy |
3,996
+1,379
| +53% | +$150K | 0.18% | 129 |
|
|
2013
Q4 | $282K | Buy |
2,617
+174
| +7% | +$18.8K | 0.16% | 135 |
|
|
2013
Q3 | $264K | Buy |
2,443
+227
| +10% | +$24.5K | 0.15% | 143 |
|
|
2013
Q2 | $239K | Buy |
+2,216
| New | +$239K | 0.13% | 148 |
|