RIA
Regal Investment Advisors’s iShares Core Total USD Bond Market ETF IUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $19.7M | Sell |
426,073
-12,479
| -3% | -$577K | 1.48% | 10 |
|
|
2025
Q1 | $20.2M | Buy |
438,552
+7,732
| +2% | +$356K | 1.63% | 8 |
|
|
2024
Q4 | $19.5M | Sell |
430,820
-37,271
| -8% | -$1.68M | 1.46% | 10 |
|
|
2024
Q3 | $22.1M | Buy |
468,091
+171,964
| +58% | +$8.1M | 1.54% | 8 |
|
|
2024
Q2 | $13.4M | Buy |
296,127
+5,549
| +2% | +$251K | 0.87% | 22 |
|
|
2024
Q1 | $13.2M | Buy |
290,578
+26,575
| +10% | +$1.21M | 0.91% | 20 |
|
|
2023
Q4 | $12.2M | Sell |
264,003
-20,103
| -7% | -$926K | 0.92% | 17 |
|
|
2023
Q3 | $12.4M | Buy |
284,106
+11,261
| +4% | +$492K | 1.05% | 15 |
|
|
2023
Q2 | $12.4M | Buy |
272,845
+4,757
| +2% | +$216K | 1.04% | 17 |
|
|
2023
Q1 | $12.4M | Buy |
268,088
+71,902
| +37% | +$3.32M | 1.09% | 15 |
|
|
2022
Q4 | $8.81M | Buy |
196,186
+54,352
| +38% | +$2.44M | 0.85% | 28 |
|
|
2022
Q3 | $6.31M | Buy |
141,834
+13,582
| +11% | +$604K | 0.67% | 34 |
|
|
2022
Q2 | $6.01M | Buy |
128,252
+4,072
| +3% | +$191K | 0.63% | 37 |
|
|
2022
Q1 | $6.16M | Buy |
124,180
+33,243
| +37% | +$1.65M | 0.57% | 40 |
|
|
2021
Q4 | $4.81M | Buy |
90,937
+15,606
| +21% | +$826K | 0.43% | 62 |
|
|
2021
Q3 | $4.01M | Buy |
75,331
+3,588
| +5% | +$191K | 0.39% | 69 |
|
|
2021
Q2 | $3.84M | Buy |
+71,743
| New | +$3.84M | 0.39% | 69 |
|