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Regal Investment Advisors’s iShares 1-5 Year Investment Grade Corporate Bond ETF IGSB Stock Holding History

Regal Investment Advisors’s Portfolio IGSB Stock Details IGSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.77M Buy
90,769
+290
+0.3% +$15.3K 0.28% 98
2025
Q4 		$4.78M Sell
90,479
-5,863
-6% -$310K 0.29% 90
2025
Q3 		$5.11M Buy
+96,342
New +$5.09M 0.33% 78
2024
Q2 		– Sell
-5,655
Closed -$290K – 588
2024
Q1 		$290K Sell
5,655
-4,323
-43% -$221K 0.02% 470
2023
Q4 		$512K Sell
9,978
-508
-5% -$25.5K 0.04% 320
2023
Q3 		$523K Buy
10,486
+11
+0.1% +$550 0.04% 284
2023
Q2 		$526K Sell
10,475
-443
-4% -$22.3K 0.04% 286
2023
Q1 		$552K Sell
10,918
-2,262
-17% -$114K 0.05% 273
2022
Q4 		$657K Buy
+13,180
New +$653K 0.06% 233
2022
Q1 		– Sell
-9,713
Closed -$523K – 548
2021
Q4 		$523K Sell
9,713
-15,719
-62% -$851K 0.05% 326
2021
Q3 		$1.39M Sell
25,432
-13,200
-34% -$723K 0.13% 159
2021
Q2 		$2.12M Buy
+38,632
New +$2.12M 0.21% 123
2021
Q1 		– Sell
-28,777
Closed -$1.59M – 218
2020
Q4 		$1.59M Buy
+28,777
New +$1.58M 0.18% 135
2020
Q3 		– Sell
-17,656
Closed -$966K – 119
2020
Q2 		$966K Buy
+17,656
New +$951K 0.18% 123
2020
Q1 		– Sell
-8,426
Closed -$452K – 160
2019
Q4 		$452K Buy
8,426
+2,577
+44% +$138K 0.08% 208
2019
Q3 		$314K Buy
+5,849
New +$313K 0.06% 244
2016
Q4 		– Sell
-10,186
Closed -$539K – 258
2016
Q3 		$539K Sell
10,186
-1,970
-16% -$104K 0.15% 156
2016
Q2 		$645K Sell
12,156
-912
-7% -$48.1K 0.18% 140
2016
Q1 		$689K Sell
13,068
-12,124
-48% -$636K 0.19% 129
2015
Q4 		$1.32M Buy
25,192
+10,148
+67% +$533K 0.34% 85
2015
Q3 		$790K Sell
15,044
-28
-0.2% -$1.47K 0.21% 121
2015
Q2 		$793K Sell
15,072
-1,996
-12% -$105K 0.21% 112
2015
Q1 		$901K Buy
+17,068
New +$899K 0.22% 118
2014
Q1 		– Sell
-722
Closed -$38K – 909
2013
Q4 		$38K Sell
722
-2,258
-76% -$119K 0.02% 330
2013
Q3 		$157K Buy
2,980
+1,738
+140% +$91.2K 0.09% 188
2013
Q2 		$65K Buy
+1,242
New +$65.4K 0.04% 272

Other funds holding IGSB

Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
MMI
Matson Money Inc Mason, Ohio $3.59B AUM 16.37% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
B
Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Regal Investment Advisors's IGSB Position: Q1 2026 in Review

Regal Investment Advisors increased its iShares 1-5 Year Investment Grade Corporate Bond ETF (IGSB) stake by 0.32% in Q1 2026, buying an estimated $15.3K and bringing the position to 90,769 shares worth $4.77M. The position accounts for 0.28% of the portfolio, ranked #98.

Regal Investment Advisors first reported a position in IGSB in Q2 2013 and has held it in 26 quarters since. The position peaked at $5.11M in Q3 2025. 1,010 funds tracked by Wall St. Rank hold IGSB as of Q1 2026.

  • Regal Investment Advisors held 90,769 shares of iShares 1-5 Year Investment Grade Corporate Bond ETF worth $4.77M as of Q1 2026.
  • Regal Investment Advisors bought 290 iShares 1-5 Year Investment Grade Corporate Bond ETF shares in Q1 2026, an estimated $15.3K.
  • iShares 1-5 Year Investment Grade Corporate Bond ETF made up 0.28% of Regal Investment Advisors's portfolio in Q1 2026, its #98 holding.
  • Regal Investment Advisors first reported a position in iShares 1-5 Year Investment Grade Corporate Bond ETF in Q2 2013 and has held it in 26 quarters since.
  • Regal Investment Advisors's iShares 1-5 Year Investment Grade Corporate Bond ETF position peaked at $5.11M in Q3 2025.
  • 1,010 funds tracked by Wall St. Rank held iShares 1-5 Year Investment Grade Corporate Bond ETF as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.