Regal Investment Advisors’s iShares Short Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $984K | Sell |
|
|||||
|
2025
Q1 | $1M | Sell |
|
|||||
|
2024
Q4 | $1.18M | Sell |
|
|||||
|
2024
Q3 | $1.23M | Buy |
|
|||||
|
2024
Q2 | $638K | Sell |
|
|||||
|
2024
Q1 | $1.3M | Buy |
|
|||||
|
2023
Q4 | $881K | Sell |
|
|||||
|
2023
Q3 | $2.31M | Buy |
|
|||||
|
2023
Q2 | $2.01M | Sell |
|
|||||
|
2023
Q1 | $3.3M | Buy |
|
|||||
|
2022
Q4 | $2.24M | Buy |
|
|||||
|
2022
Q3 | $1.61M | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $324K | Buy |
|
|||||
|
2020
Q3 | – | Sell |
|
|||||
|
2020
Q2 | $225K | Buy |
|
|||||
|
2020
Q1 | – | Sell |
|
|||||
|
2019
Q4 | $242K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $1.04M | Buy |
|
|||||
|
2015
Q4 | – | Sell |
|
|||||
|
2015
Q3 | $15K | Hold |
|
|||||
|
2015
Q2 | $15K | Sell |
|
|||||
|
2015
Q1 | $27K | Buy |
|
|||||
|
2014
Q4 | $12K | Hold |
|
|||||
|
2014
Q3 | $12K | Hold |
|
|||||
|
2014
Q2 | $12K | Hold |
|
|||||
|
2014
Q1 | $12K | Sell |
|
|||||
|
2013
Q4 | $49K | Buy |
|