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Regal Investment Advisors’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History

Regal Investment Advisors’s Portfolio IGLB Stock Details IGLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,598
Closed -$237K – 587
2024
Q1 		$237K Buy
4,598
+375
+9% +$19.2K 0.02% 510
2023
Q4 		$223K Sell
4,223
-65,412
-94% -$3.16M 0.02% 491
2023
Q3 		$3.28M Buy
69,635
+18,453
+36% +$915K 0.28% 104
2023
Q2 		$2.64M Buy
51,182
+4,969
+11% +$255K 0.22% 117
2023
Q1 		$2.42M Buy
+46,213
New +$2.4M 0.21% 125
2017
Q2 		– Sell
-3,943
Closed -$234K – 270
2017
Q1 		$234K Sell
3,943
-163
-4% -$9.62K 0.06% 235
2016
Q4 		$241K Sell
4,106
-216
-5% -$12.9K 0.07% 222
2016
Q3 		$273K Sell
4,322
-936
-18% -$59.3K 0.08% 217
2016
Q2 		$329K Buy
5,258
+146
+3% +$8.83K 0.09% 192
2016
Q1 		$303K Sell
5,112
-3,824
-43% -$216K 0.08% 198
2015
Q4 		$497K Buy
8,936
+4,897
+121% +$278K 0.13% 151
2015
Q3 		$230K Hold
4,039
– – 0.06% 215
2015
Q2 		$230K Sell
4,039
-489
-11% -$29.2K 0.06% 224
2015
Q1 		$283K Buy
+4,528
New +$284K 0.07% 207

Other funds holding IGLB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AIMU
Allianz Investment Management US Minneapolis, Minnesota $160M AUM 4.75% 1-Year Est. Return
RIG
RiverFront Investment Group Richmond, Virginia $6.46B AUM 18.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Regal Investment Advisors's IGLB Position: Q2 2024 in Review

Regal Investment Advisors sold out of iShares 10+ Year Investment Grade Corporate Bond ETF (IGLB) in Q2 2024, closing a stake of 4,598 shares — an estimated $237K sold.

Regal Investment Advisors first reported a position in IGLB in Q1 2015 and held it in 14 quarters. The position peaked at $3.28M in Q3 2023. 178 funds tracked by Wall St. Rank hold IGLB as of Q2 2024.

  • Regal Investment Advisors reported no remaining iShares 10+ Year Investment Grade Corporate Bond ETF position as of Q2 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 4,598 iShares 10+ Year Investment Grade Corporate Bond ETF shares in Q2 2024, an estimated $237K.
  • Regal Investment Advisors first reported a position in iShares 10+ Year Investment Grade Corporate Bond ETF in Q1 2015 and held it in 14 quarters.
  • Regal Investment Advisors's iShares 10+ Year Investment Grade Corporate Bond ETF position peaked at $3.28M in Q3 2023.
  • 178 funds tracked by Wall St. Rank held iShares 10+ Year Investment Grade Corporate Bond ETF as of Q2 2024.

Based on Regal Investment Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.