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Regal Investment Advisors’s iShares Core 1-5 Year USD Bond ETF ISTB Stock Holding History

Regal Investment Advisors’s Portfolio ISTB Stock Details ISTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,040
Closed -$294K – 491
2024
Q3 		$294K Buy
6,040
+419
+7% +$20.2K 0.02% 452
2024
Q2 		$266K Buy
5,621
+1,313
+30% +$61.9K 0.02% 486
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% +$1.4K ﹤0.01% 570
2014
Q3 		$14K Hold
288
– – ﹤0.01% 620
2014
Q2 		$14K Buy
+288
New +$14.5K 0.01% 607

Other funds holding ISTB

AA
Acorns Advisers Irvine, California $13.5B AUM 15.15% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
TPI
Trust Point Inc La Crosse, Wisconsin $1.18B AUM 26.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $1.81B AUM 17.83% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
TA
Townsend & Associates Westminster, Colorado $1.16B AUM 19.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Regal Investment Advisors's ISTB Position: Q4 2024 in Review

Regal Investment Advisors sold out of iShares Core 1-5 Year USD Bond ETF (ISTB) in Q4 2024, closing a stake of 6,040 shares — an estimated $294K sold.

Regal Investment Advisors first reported a position in ISTB in Q2 2014 and held it in 6 quarters. The position peaked at $294K in Q3 2024. 382 funds tracked by Wall St. Rank hold ISTB as of Q4 2024.

  • Regal Investment Advisors reported no remaining iShares Core 1-5 Year USD Bond ETF position as of Q4 2024 after selling out during the quarter.
  • Regal Investment Advisors sold 6,040 iShares Core 1-5 Year USD Bond ETF shares in Q4 2024, an estimated $294K.
  • Regal Investment Advisors first reported a position in iShares Core 1-5 Year USD Bond ETF in Q2 2014 and held it in 6 quarters.
  • Regal Investment Advisors's iShares Core 1-5 Year USD Bond ETF position peaked at $294K in Q3 2024.
  • 382 funds tracked by Wall St. Rank held iShares Core 1-5 Year USD Bond ETF as of Q4 2024.

Based on Regal Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.