Regal Investment Advisors’s iShares Short Treasury Bond ETF SHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $984K | Sell |
8,908
-146
| -2% | -$16.1K | 0.07% | 237 |
|
|
2025
Q1 | $1M | Sell |
9,054
-1,630
| -15% | -$180K | 0.08% | 222 |
|
|
2024
Q4 | $1.18M | Sell |
10,684
-425
| -4% | -$46.8K | 0.09% | 209 |
|
|
2024
Q3 | $1.23M | Buy |
11,109
+5,334
| +92% | +$590K | 0.09% | 223 |
|
|
2024
Q2 | $638K | Sell |
5,775
-5,960
| -51% | -$659K | 0.04% | 313 |
|
|
2024
Q1 | $1.3M | Buy |
11,735
+3,740
| +47% | +$413K | 0.09% | 218 |
|
|
2023
Q4 | $881K | Sell |
7,995
-12,934
| -62% | -$1.42M | 0.07% | 243 |
|
|
2023
Q3 | $2.31M | Buy |
20,929
+2,717
| +15% | +$300K | 0.19% | 135 |
|
|
2023
Q2 | $2.01M | Sell |
18,212
-11,613
| -39% | -$1.28M | 0.17% | 143 |
|
|
2023
Q1 | $3.3M | Buy |
29,825
+9,444
| +46% | +$1.04M | 0.29% | 95 |
|
|
2022
Q4 | $2.24M | Buy |
20,381
+5,713
| +39% | +$628K | 0.22% | 117 |
|
|
2022
Q3 | $1.61M | Buy |
+14,668
| New | +$1.61M | 0.17% | 134 |
|
|
2021
Q1 | – | Sell |
-2,935
| Closed | -$324K | – | 346 |
|
|
2020
Q4 | $324K | Buy |
+2,935
| New | +$324K | 0.04% | 345 |
|
|
2020
Q3 | – | Sell |
-2,033
| Closed | -$225K | – | 228 |
|
|
2020
Q2 | $225K | Buy |
+2,033
| New | +$225K | 0.04% | 289 |
|
|
2020
Q1 | – | Sell |
-2,189
| Closed | -$242K | – | 255 |
|
|
2019
Q4 | $242K | Buy |
+2,189
| New | +$242K | 0.04% | 292 |
|
|
2019
Q2 | – | Sell |
-9,454
| Closed | -$1.05M | – | 340 |
|
|
2019
Q1 | $1.05M | Buy |
+9,454
| New | +$1.05M | 0.21% | 126 |
|
|
2015
Q4 | – | Sell |
-137
| Closed | -$15K | – | 775 |
|
|
2015
Q3 | $15K | Hold |
137
| – | – | ﹤0.01% | 618 |
|
|
2015
Q2 | $15K | Sell |
137
-109
| -44% | -$11.9K | ﹤0.01% | 597 |
|
|
2015
Q1 | $27K | Buy |
246
+137
| +126% | +$15K | 0.01% | 520 |
|
|
2014
Q4 | $12K | Hold |
109
| – | – | ﹤0.01% | 621 |
|
|
2014
Q3 | $12K | Hold |
109
| – | – | ﹤0.01% | 660 |
|
|
2014
Q2 | $12K | Hold |
109
| – | – | ﹤0.01% | 640 |
|
|
2014
Q1 | $12K | Sell |
109
-335
| -75% | -$36.9K | 0.01% | 610 |
|
|
2013
Q4 | $49K | Buy |
+444
| New | +$49K | 0.03% | 293 |
|