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Regal Investment Advisors’s iShares 1-3 Year International Treasury Bond ETF ISHG Stock Holding History

Regal Investment Advisors’s Portfolio ISHG Stock Details ISHG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-10,708
Closed -$849K – 168
2019
Q4 		$849K Buy
10,708
+1,037
+11% +$81.3K 0.15% 147
2019
Q3 		$751K Buy
9,671
+314
+3% +$24.7K 0.15% 152
2019
Q2 		$748K Buy
9,357
+423
+5% +$33.3K 0.15% 149
2019
Q1 		$705K Sell
8,934
-72
-0.8% -$5.72K 0.14% 152
2018
Q4 		$718K Sell
9,006
-1,162
-11% -$93.5K 0.16% 153
2018
Q3 		$827K Buy
10,168
+3,921
+63% +$321K 0.17% 145
2018
Q2 		$514K Sell
6,247
-5,102
-45% -$429K 0.16% 161
2018
Q1 		$984K Buy
11,349
+1,132
+11% +$97.7K 0.22% 125
2017
Q4 		$860K Buy
10,217
+912
+10% +$76.1K 0.19% 133
2017
Q3 		$781K Buy
9,305
+456
+5% +$38.3K 0.18% 138
2017
Q2 		$726K Buy
8,849
+1,128
+15% +$90.2K 0.18% 133
2017
Q1 		$606K Sell
7,721
-4,001
-34% -$312K 0.16% 154
2016
Q4 		$894K Sell
11,722
-129
-1% -$10.2K 0.25% 114
2016
Q3 		$985K Buy
11,851
+397
+3% +$32.7K 0.28% 104
2016
Q2 		$939K Sell
11,454
-1,307
-10% -$108K 0.26% 108
2016
Q1 		$1.05M Sell
12,761
-22
-0.2% -$1.75K 0.28% 101
2015
Q4 		$996K Sell
12,783
-2,201
-15% -$172K 0.26% 110
2015
Q3 		$1.19M Sell
14,984
-406
-3% -$32.1K 0.31% 98
2015
Q2 		$1.23M Sell
15,390
-161
-1% -$12.8K 0.33% 94
2015
Q1 		$1.22M Sell
15,551
-1,820
-10% -$147K 0.3% 96
2014
Q4 		$1.47M Sell
17,371
-764
-4% -$66.7K 0.39% 79
2014
Q3 		$1.62M Sell
18,135
-609
-3% -$57K 0.49% 69
2014
Q2 		$1.8M Sell
18,744
-1,632
-8% -$157K 0.64% 58
2014
Q1 		$1.95M Buy
20,376
+167
+0.8% +$15.9K 0.83% 42
2013
Q4 		$1.91M Sell
20,209
-164
-0.8% -$15.6K 1.09% 15
2013
Q3 		$1.94M Buy
+20,373
New +$1.9M 1.13% 11

Other funds holding ISHG

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TFF
The Family Firm Bethesda, Maryland $415M AUM 12.42% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
SS
Simplicity Solutions Minneapolis, Minnesota $3.66B AUM 23.51% 1-Year Est. Return
CGH
Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

Regal Investment Advisors's ISHG Position: Q1 2020 in Review

Regal Investment Advisors sold out of iShares 1-3 Year International Treasury Bond ETF (ISHG) in Q1 2020, closing a stake of 10,708 shares — an estimated $849K sold.

Regal Investment Advisors first reported a position in ISHG in Q3 2013 and held it in 26 quarters. The position peaked at $1.95M in Q1 2014. 30 funds tracked by Wall St. Rank hold ISHG as of Q1 2020.

  • Regal Investment Advisors reported no remaining iShares 1-3 Year International Treasury Bond ETF position as of Q1 2020 after selling out during the quarter.
  • Regal Investment Advisors sold 10,708 iShares 1-3 Year International Treasury Bond ETF shares in Q1 2020, an estimated $849K.
  • Regal Investment Advisors first reported a position in iShares 1-3 Year International Treasury Bond ETF in Q3 2013 and held it in 26 quarters.
  • Regal Investment Advisors's iShares 1-3 Year International Treasury Bond ETF position peaked at $1.95M in Q1 2014.
  • 30 funds tracked by Wall St. Rank held iShares 1-3 Year International Treasury Bond ETF as of Q1 2020.

Based on Regal Investment Advisors's 13F filing for Q1 2020, filed 12 May 2020.