Regal Investment Advisors’s iShares 10+ Year Investment Grade Corporate Bond ETF IGLB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,598
| Closed | -$237K | – | 586 |
|
|
2024
Q1 | $237K | Buy |
4,598
+375
| +9% | +$19.3K | 0.02% | 510 |
|
|
2023
Q4 | $223K | Sell |
4,223
-65,412
| -94% | -$3.45M | 0.02% | 491 |
|
|
2023
Q3 | $3.28M | Buy |
69,635
+18,453
| +36% | +$870K | 0.28% | 103 |
|
|
2023
Q2 | $2.64M | Buy |
51,182
+4,969
| +11% | +$256K | 0.22% | 117 |
|
|
2023
Q1 | $2.42M | Buy |
+46,213
| New | +$2.42M | 0.21% | 124 |
|
|
2017
Q2 | – | Sell |
-3,943
| Closed | -$234K | – | 271 |
|
|
2017
Q1 | $234K | Sell |
3,943
-163
| -4% | -$9.67K | 0.06% | 235 |
|
|
2016
Q4 | $241K | Sell |
4,106
-216
| -5% | -$12.7K | 0.07% | 222 |
|
|
2016
Q3 | $273K | Sell |
4,322
-936
| -18% | -$59.1K | 0.08% | 217 |
|
|
2016
Q2 | $329K | Buy |
5,258
+146
| +3% | +$9.14K | 0.09% | 192 |
|
|
2016
Q1 | $303K | Sell |
5,112
-3,824
| -43% | -$227K | 0.08% | 198 |
|
|
2015
Q4 | $497K | Buy |
8,936
+4,897
| +121% | +$272K | 0.13% | 151 |
|
|
2015
Q3 | $230K | Hold |
4,039
| – | – | 0.06% | 215 |
|
|
2015
Q2 | $230K | Sell |
4,039
-489
| -11% | -$27.8K | 0.06% | 224 |
|
|
2015
Q1 | $283K | Buy |
+4,528
| New | +$283K | 0.07% | 207 |
|