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iShares Lehman Aggregate Bond shares owned by Regal Investment Advisors

Quarter-by-quarter ownership of iShares Lehman Aggregate Bond (AGG) shares owned by Regal Investment Advisors from 13F filings

Historical chart of Regal Investment Advisors investment in iShares Lehman Aggregate Bond

Tip: Access up to 7 years of quarterly data

All positions including iShares Lehman Aggregate Bond held by Regal Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Lehman Aggregate Bond by Regal Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $5.3M 56k 94.04
2023-06-30 $5.2M 53k 97.95
2023-03-31 $4.9M 50k 99.64
2022-12-31 $3.6M 37k 96.99
2022-09-30 $2.7M 29k 96.34
2022-06-30 $2.7M 27k 101.67
2022-03-31 $3.1M 29k 107.09
2021-12-31 $4.0M 35k 114.08
2021-09-30 $3.8M 33k 114.82
2021-06-30 $3.8M 33k 115.34
2020-12-31 $3.2M 27k 118.19
2020-06-30 $4.0M 34k 118.20
2019-12-31 $3.3M 29k 112.38
2019-09-30 $3.1M 27k 113.17
2019-06-30 $2.7M 24k 111.35
2019-03-31 $2.6M 24k 109.08
2018-12-31 $2.8M 27k 106.48
2018-09-30 $2.2M 21k 105.50
2018-06-30 $1.1M 11k 106.29
2018-03-31 $1.5M 14k 107.21
2017-12-31 $2.9M 26k 109.33
2017-09-30 $1.5M 14k 109.59
2017-06-30 $2.3M 21k 109.51
2017-03-31 $2.9M 27k 108.50
2016-12-31 $3.0M 28k 108.07
2016-09-30 $1.9M 17k 112.42
2016-06-30 $5.6M 50k 112.61
2016-03-31 $5.9M 53k 110.83
2015-12-31 $6.2M 58k 107.99
2015-09-30 $5.5M 50k 109.57
2015-06-30 $5.3M 49k 108.77
2015-03-31 $8.2M 74k 111.43
2014-12-31 $6.4M 58k 110.12
2014-09-30 $5.8M 53k 109.11
2014-06-30 $6.1M 56k 109.40
2014-03-31 $1.5M 14k 107.89
2013-12-31 $337k 3.2k 106.48
2013-09-30 $1.7M 16k 107.22
2013-06-30 $2.6M 24k 107.21

More positions owned by Regal Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Call Call Option (QQQ)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Abbvie (ABBV)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Procter & Gamble Company (PG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Pfd And Incm Sec (PFF)
Johnson & Johnson (JNJ)

View all positions for Regal Investment Advisors

Top funds holding iShares Lehman Aggregate Bond

Raymond James & Associates
Wells Fargo & Company
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Betterment
Envestnet Portfolio Solutions
Mercer Global Advisors
Charles Schwab Investment Management
Creative Planning
Wealth Enhancement Advisory Services
WealthNavi
First Citizens Bank & Trust
UBS Group
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond