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Regal Investment Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History

Regal Investment Advisors’s Portfolio SHY Stock Details SHY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.66M Sell
20,259
-440
-2% -$36.2K 0.09% 232
2026
Q1 		$1.71M Sell
20,699
-2,133
-9% -$177K 0.1% 216
2025
Q4 		$1.89M Sell
22,832
-15,584
-41% -$1.29M 0.11% 198
2025
Q3 		$3.19M Sell
38,416
-74
-0.2% -$6.12K 0.21% 131
2025
Q2 		$3.19M Buy
38,490
+2,355
+7% +$194K 0.24% 115
2025
Q1 		$2.99M Sell
36,135
-3,728
-9% -$307K 0.24% 118
2024
Q4 		$3.27M Sell
39,863
-4,236
-10% -$348K 0.25% 115
2024
Q3 		$3.67M Buy
44,099
+968
+2% +$79.9K 0.26% 119
2024
Q2 		$3.52M Sell
43,131
-14,921
-26% -$1.21M 0.23% 121
2024
Q1 		$4.75M Sell
58,052
-4,480
-7% -$367K 0.32% 90
2023
Q4 		$5.13M Sell
62,532
-14,806
-19% -$1.2M 0.39% 72
2023
Q3 		$6.26M Sell
77,338
-4,082
-5% -$331K 0.53% 51
2023
Q2 		$6.6M Sell
81,420
-7,342
-8% -$600K 0.55% 46
2023
Q1 		$7.29M Buy
88,762
+17,422
+24% +$1.42M 0.64% 39
2022
Q4 		$5.79M Buy
71,340
+10,539
+17% +$855K 0.56% 50
2022
Q3 		$4.94M Buy
60,801
+28,615
+89% +$2.35M 0.52% 55
2022
Q2 		$2.67M Buy
32,186
+27,366
+568% +$2.27M 0.28% 95
2022
Q1 		$402K Sell
4,820
-494
-9% -$41.7K 0.04% 348
2021
Q4 		$455K Sell
5,314
-286
-5% -$24.5K 0.04% 347
2021
Q3 		$482K Sell
5,600
-159
-3% -$13.7K 0.05% 333
2021
Q2 		$496K Buy
+5,759
New +$497K 0.05% 329
2021
Q1 		– Sell
-7,042
Closed -$608K – 351
2020
Q4 		$608K Buy
+7,042
New +$608K 0.07% 253
2020
Q3 		– Sell
-3,868
Closed -$335K – 231
2020
Q2 		$335K Buy
+3,868
New +$335K 0.06% 227
2020
Q1 		– Sell
-3,099
Closed -$262K – 258
2019
Q4 		$262K Sell
3,099
-209
-6% -$17.7K 0.05% 281
2019
Q3 		$281K Sell
3,308
-868
-21% -$73.6K 0.05% 254
2019
Q2 		$354K Sell
4,176
-2,111
-34% -$178K 0.07% 227
2019
Q1 		$529K Sell
6,287
-2,534
-29% -$212K 0.11% 180
2018
Q4 		$738K Buy
+8,821
New +$733K 0.16% 146
2017
Q4 		– Sell
-20,558
Closed -$1.74M – 305
2017
Q3 		$1.74M Buy
+20,558
New +$1.74M 0.4% 85
2016
Q4 		– Sell
-7,328
Closed -$623K – 269
2016
Q3 		$623K Sell
7,328
-1,771
-19% -$151K 0.18% 144
2016
Q2 		$776K Sell
9,099
-127,527
-93% -$10.8M 0.21% 126
2016
Q1 		$11.6M Sell
136,626
-43,361
-24% -$3.68M 3.15% 1
2015
Q4 		$15.2M Buy
179,987
+63,428
+54% +$5.37M 3.94% 1
2015
Q3 		$9.91M Buy
116,559
+106,055
+1,010% +$9M 2.57% 1
2015
Q2 		$891K Sell
10,504
-7,755
-42% -$658K 0.24% 107
2015
Q1 		$1.55M Buy
18,259
+16,731
+1,095% +$1.42M 0.38% 81
2014
Q4 		$129K Hold
1,528
– – 0.03% 271
2014
Q3 		$129K Sell
1,528
-16
-1% -$1.35K 0.04% 276
2014
Q2 		$131K Sell
1,544
-1,088
-41% -$92K 0.05% 247
2014
Q1 		$222K Buy
2,632
+721
+38% +$60.9K 0.09% 173
2013
Q4 		$161K Buy
1,911
+1,712
+860% +$145K 0.09% 164
2013
Q3 		$17K Hold
199
– – 0.01% 507
2013
Q2 		$17K Buy
+199
New +$16.8K 0.01% 493

Other funds holding SHY

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Regal Investment Advisors's SHY Position: Q2 2026 in Review

Regal Investment Advisors reduced its iShares 1-3 Year Treasury Bond ETF (SHY) stake by 2.1% in Q2 2026, selling an estimated $36.2K and leaving 20,259 shares worth $1.66M. The position accounts for 0.09% of the portfolio, ranked #232.

Regal Investment Advisors first reported a position in SHY in Q2 2013 and has held it in 43 quarters since. The position peaked at $15.2M in Q4 2015. 1,207 funds tracked by Wall St. Rank hold SHY as of Q2 2026.

  • Regal Investment Advisors held 20,259 shares of iShares 1-3 Year Treasury Bond ETF worth $1.66M as of Q2 2026.
  • Regal Investment Advisors sold 440 iShares 1-3 Year Treasury Bond ETF shares in Q2 2026, an estimated $36.2K.
  • iShares 1-3 Year Treasury Bond ETF made up 0.09% of Regal Investment Advisors's portfolio in Q2 2026, its #232 holding.
  • Regal Investment Advisors first reported a position in iShares 1-3 Year Treasury Bond ETF in Q2 2013 and has held it in 43 quarters since.
  • Regal Investment Advisors's iShares 1-3 Year Treasury Bond ETF position peaked at $15.2M in Q4 2015.
  • 1,207 funds tracked by Wall St. Rank held iShares 1-3 Year Treasury Bond ETF as of Q2 2026.

Based on Regal Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.