RIA
Regal Investment Advisors’s iShares 1-3 Year Treasury Bond ETF SHY Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.19M | Buy |
38,490
+2,355
| +7% | +$195K | 0.24% | 115 |
|
|
2025
Q1 | $2.99M | Sell |
36,135
-3,728
| -9% | -$308K | 0.24% | 118 |
|
|
2024
Q4 | $3.27M | Sell |
39,863
-4,236
| -10% | -$347K | 0.25% | 115 |
|
|
2024
Q3 | $3.67M | Buy |
44,099
+968
| +2% | +$80.5K | 0.26% | 119 |
|
|
2024
Q2 | $3.52M | Sell |
43,131
-14,921
| -26% | -$1.22M | 0.23% | 120 |
|
|
2024
Q1 | $4.75M | Sell |
58,052
-4,480
| -7% | -$366K | 0.32% | 90 |
|
|
2023
Q4 | $5.13M | Sell |
62,532
-14,806
| -19% | -$1.21M | 0.39% | 72 |
|
|
2023
Q3 | $6.26M | Sell |
77,338
-4,082
| -5% | -$331K | 0.53% | 50 |
|
|
2023
Q2 | $6.6M | Sell |
81,420
-7,342
| -8% | -$595K | 0.55% | 46 |
|
|
2023
Q1 | $7.29M | Buy |
88,762
+17,422
| +24% | +$1.43M | 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% | +$2.32M | 0.52% | 54 |
|
|
2022
Q2 | $2.67M | Buy |
32,186
+27,366
| +568% | +$2.27M | 0.28% | 95 |
|
|
2022
Q1 | $402K | Sell |
4,820
-494
| -9% | -$41.2K | 0.04% | 347 |
|
|
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 | +$496K | 0.05% | 329 |
|
|
2021
Q1 | – | Sell |
-7,042
| Closed | -$608K | – | 348 |
|
|
2020
Q4 | $608K | Buy |
+7,042
| New | +$608K | 0.07% | 253 |
|
|
2020
Q3 | – | Sell |
-3,868
| Closed | -$335K | – | 230 |
|
|
2020
Q2 | $335K | Buy |
+3,868
| New | +$335K | 0.06% | 227 |
|
|
2020
Q1 | – | Sell |
-3,099
| Closed | -$262K | – | 256 |
|
|
2019
Q4 | $262K | Sell |
3,099
-209
| -6% | -$17.7K | 0.05% | 279 |
|
|
2019
Q3 | $281K | Sell |
3,308
-868
| -21% | -$73.7K | 0.05% | 254 |
|
|
2019
Q2 | $354K | Sell |
4,176
-2,111
| -34% | -$179K | 0.07% | 227 |
|
|
2019
Q1 | $529K | Sell |
6,287
-2,534
| -29% | -$213K | 0.11% | 179 |
|
|
2018
Q4 | $738K | Buy |
+8,821
| New | +$738K | 0.16% | 146 |
|
|
2017
Q4 | – | Sell |
-20,558
| Closed | -$1.74M | – | 306 |
|
|
2017
Q3 | $1.74M | Buy |
+20,558
| New | +$1.74M | 0.4% | 85 |
|
|
2016
Q4 | – | Sell |
-7,328
| Closed | -$623K | – | 271 |
|
|
2016
Q3 | $623K | Sell |
7,328
-1,771
| -19% | -$151K | 0.18% | 144 |
|
|
2016
Q2 | $776K | Sell |
9,099
-127,527
| -93% | -$10.9M | 0.21% | 126 |
|
|
2016
Q1 | $11.6M | Sell |
136,626
-43,361
| -24% | -$3.69M | 3.15% | 1 |
|
|
2015
Q4 | $15.2M | Buy |
179,987
+63,428
| +54% | +$5.35M | 3.94% | 1 |
|
|
2015
Q3 | $9.91M | Buy |
116,559
+106,055
| +1,010% | +$9.01M | 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% | -$92.3K | 0.05% | 247 |
|
|
2014
Q1 | $222K | Buy |
2,632
+721
| +38% | +$60.8K | 0.09% | 173 |
|
|
2013
Q4 | $161K | Buy |
1,911
+1,712
| +860% | +$144K | 0.09% | 164 |
|
|
2013
Q3 | $17K | Hold |
199
| – | – | 0.01% | 507 |
|
|
2013
Q2 | $17K | Buy |
+199
| New | +$17K | 0.01% | 493 |
|