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iShares Barclays TIPS Bond Fund shares owned by Regal Investment Advisors

Quarter-by-quarter ownership of iShares Barclays TIPS Bond Fund (TIP) shares owned by Regal Investment Advisors from 13F filings

Historical chart of Regal Investment Advisors investment in iShares Barclays TIPS Bond Fund

Tip: Access up to 7 years of quarterly data

All positions including iShares Barclays TIPS Bond Fund 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 Barclays TIPS Bond Fund by Regal Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $988k 9.5k 103.72
2023-03-31 $377k 3.4k 110.26
2022-12-31 $700k 6.6k 106.44
2022-09-30 $2.0M 19k 104.89
2022-06-30 $2.8M 24k 113.90
2022-03-31 $3.1M 25k 124.59
2021-12-31 $5.1M 39k 129.19
2021-09-30 $4.1M 32k 127.70
2021-06-30 $2.7M 21k 128.03
2020-12-31 $1.9M 15k 127.67
2020-06-30 $918k 7.5k 122.97
2019-12-31 $718k 6.2k 116.56
2019-09-30 $510k 4.4k 116.28
2019-06-30 $489k 4.2k 115.47
2019-03-31 $479k 4.2k 113.16
2018-12-31 $456k 4.2k 109.59
2018-09-30 $465k 4.2k 110.53
2018-06-30 $433k 3.8k 112.76
2018-03-31 $994k 8.8k 113.07
2017-12-31 $860k 7.5k 114.01
2017-09-30 $557k 4.9k 113.67
2017-06-30 $892k 7.9k 113.47
2017-03-31 $647k 5.6k 114.74
2016-12-31 $786k 6.9k 113.19
2016-09-30 $449k 3.9k 116.53
2016-06-30 $2.2M 19k 116.66
2016-03-31 $2.7M 24k 114.65
2015-12-31 $2.4M 22k 109.65
2015-09-30 $2.5M 23k 110.68
2015-06-30 $2.6M 23k 112.01
2015-03-31 $2.6M 23k 113.61
2014-12-31 $3.0M 27k 112.02
2014-09-30 $3.3M 30k 112.06
2014-06-30 $2.8M 24k 115.36
2014-03-31 $132k 1.2k 112.24
2013-12-31 $92k 834 110.31
2013-09-30 $128k 1.1k 112.87
2013-06-30 $565k 5.0k 111.99

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 Barclays TIPS Bond Fund

BlackRock
Bank of America Corporation
UBS Group
Jpmorgan Chase & Co
Charles Schwab Investment Management
Mitsubishi UFJ Trust & Banking Corp
LPL Financial
Matson Money
Sumitomo Life Insurance
Evoke Wealth
Wells Fargo & Company
Bank Julius Baer & Co. Ltd, Zurich
WealthNavi
CI Investments
Partners Capital Investment Group

View all funds holding iShares Barclays TIPS Bond Fund