RIA
Regal Investment Advisors’s iShares iBoxx $ Investment Grade Corporate Bond ETF LQD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.9M | Buy |
209,214
+3,046
| +1% | +$334K | 1.72% | 8 |
|
|
2025
Q1 | $22.4M | Sell |
206,168
-104
| -0.1% | -$11.3K | 1.81% | 7 |
|
|
2024
Q4 | $22M | Buy |
206,272
+10,221
| +5% | +$1.09M | 1.66% | 6 |
|
|
2024
Q3 | $22.1M | Buy |
196,051
+3,658
| +2% | +$413K | 1.55% | 6 |
|
|
2024
Q2 | $20.6M | Buy |
192,393
+1,744
| +0.9% | +$187K | 1.34% | 9 |
|
|
2024
Q1 | $20.8M | Buy |
190,649
+3,195
| +2% | +$348K | 1.42% | 8 |
|
|
2023
Q4 | $20.7M | Buy |
187,454
+9,994
| +6% | +$1.11M | 1.57% | 7 |
|
|
2023
Q3 | $18.1M | Buy |
177,460
+20,189
| +13% | +$2.06M | 1.52% | 8 |
|
|
2023
Q2 | $17M | Sell |
157,271
-759
| -0.5% | -$82.1K | 1.43% | 9 |
|
|
2023
Q1 | $17.3M | Buy |
158,030
+5,972
| +4% | +$655K | 1.53% | 8 |
|
|
2022
Q4 | $16M | Buy |
152,058
+2,848
| +2% | +$300K | 1.55% | 9 |
|
|
2022
Q3 | $15.3M | Buy |
149,210
+3,486
| +2% | +$357K | 1.61% | 9 |
|
|
2022
Q2 | $16M | Sell |
145,724
-5,361
| -4% | -$590K | 1.67% | 6 |
|
|
2022
Q1 | $18.3M | Buy |
151,085
+3,825
| +3% | +$463K | 1.68% | 6 |
|
|
2021
Q4 | $19.5M | Buy |
147,260
+4,355
| +3% | +$577K | 1.73% | 5 |
|
|
2021
Q3 | $19M | Buy |
142,905
+2,971
| +2% | +$395K | 1.84% | 4 |
|
|
2021
Q2 | $18.8M | Buy |
139,934
+32,159
| +30% | +$4.32M | 1.89% | 3 |
|
|
2021
Q1 | $14M | Sell |
107,775
-37,414
| -26% | -$4.87M | 14.21% | 1 |
|
|
2020
Q4 | $20.1M | Buy |
145,189
+49,942
| +52% | +$6.9M | 2.27% | 2 |
|
|
2020
Q3 | $12.8M | Sell |
95,247
-29,022
| -23% | -$3.91M | 15.16% | 1 |
|
|
2020
Q2 | $16.7M | Buy |
124,269
+38,414
| +45% | +$5.17M | 3.06% | 2 |
|
|
2020
Q1 | $10.6M | Sell |
85,855
-29,400
| -26% | -$3.63M | 15.58% | 1 |
|
|
2019
Q4 | $14.7M | Buy |
115,255
+3,858
| +3% | +$494K | 2.65% | 2 |
|
|
2019
Q3 | $14.2M | Buy |
111,397
+10,469
| +10% | +$1.33M | 2.77% | 2 |
|
|
2019
Q2 | $12.6M | Buy |
100,928
+1,457
| +1% | +$181K | 2.45% | 2 |
|
|
2019
Q1 | $11.8M | Buy |
99,471
+3,233
| +3% | +$385K | 2.41% | 2 |
|
|
2018
Q4 | $10.9M | Sell |
96,238
-4,938
| -5% | -$557K | 2.38% | 2 |
|
|
2018
Q3 | $11.6M | Buy |
101,176
+35,223
| +53% | +$4.05M | 2.45% | 2 |
|
|
2018
Q2 | $7.56M | Sell |
65,953
-21,647
| -25% | -$2.48M | 2.29% | 3 |
|
|
2018
Q1 | $10.3M | Buy |
87,600
+5,307
| +6% | +$623K | 2.27% | 3 |
|
|
2017
Q4 | $10M | Buy |
82,293
+7,905
| +11% | +$961K | 2.23% | 3 |
|
|
2017
Q3 | $9.02M | Sell |
74,388
-210
| -0.3% | -$25.5K | 2.1% | 4 |
|
|
2017
Q2 | $8.99M | Buy |
74,598
+8,794
| +13% | +$1.06M | 2.23% | 3 |
|
|
2017
Q1 | $7.76M | Buy |
65,804
+3,685
| +6% | +$435K | 2.02% | 3 |
|
|
2016
Q4 | $7.28M | Buy |
62,119
+4,670
| +8% | +$547K | 2.01% | 3 |
|
|
2016
Q3 | $7.08M | Sell |
57,449
-7,907
| -12% | -$974K | 2.01% | 3 |
|
|
2016
Q2 | $8.02M | Buy |
65,356
+15,574
| +31% | +$1.91M | 2.21% | 3 |
|
|
2016
Q1 | $5.92M | Sell |
49,782
-207
| -0.4% | -$24.6K | 1.6% | 5 |
|
|
2015
Q4 | $5.7M | Buy |
49,989
+14,279
| +40% | +$1.63M | 1.48% | 10 |
|
|
2015
Q3 | $4.15M | Sell |
35,710
-678
| -2% | -$78.7K | 1.08% | 14 |
|
|
2015
Q2 | $4.21M | Sell |
36,388
-81,611
| -69% | -$9.44M | 1.14% | 10 |
|
|
2015
Q1 | $14.4M | Buy |
117,999
+576
| +0.5% | +$70.1K | 3.55% | 1 |
|
|
2014
Q4 | $14M | Buy |
117,423
+12,798
| +12% | +$1.53M | 3.76% | 2 |
|
|
2014
Q3 | $12.4M | Buy |
104,625
+92,672
| +775% | +$11M | 3.74% | 1 |
|
|
2014
Q2 | $1.43M | Sell |
11,953
-6,548
| -35% | -$781K | 0.51% | 71 |
|
|
2014
Q1 | $2.16M | Buy |
18,501
+17,571
| +1,889% | +$2.06M | 0.92% | 28 |
|
|
2013
Q4 | $106K | Sell |
930
-1,986
| -68% | -$226K | 0.06% | 202 |
|
|
2013
Q3 | $331K | Sell |
2,916
-14,439
| -83% | -$1.64M | 0.19% | 127 |
|
|
2013
Q2 | $1.97M | Buy |
+17,355
| New | +$1.97M | 1.09% | 20 |
|