Regal Investment Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,040
| Closed | -$294K | – | 490 |
|
|
2024
Q3 | $294K | Buy |
6,040
+419
| +7% | +$20.4K | 0.02% | 451 |
|
|
2024
Q2 | $266K | Buy |
5,621
+1,313
| +30% | +$62.2K | 0.02% | 485 |
|
|
2024
Q1 | $204K | Buy |
+4,308
| New | +$204K | 0.01% | 549 |
|
|
2015
Q1 | – | Sell |
-316
| Closed | -$16K | – | 1001 |
|
|
2014
Q4 | $16K | Buy |
316
+28
| +10% | +$1.42K | ﹤0.01% | 570 |
|
|
2014
Q3 | $14K | Hold |
288
| – | – | ﹤0.01% | 620 |
|
|
2014
Q2 | $14K | Buy |
+288
| New | +$14K | 0.01% | 607 |
|