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
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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 |
|---|---|---|---|
| 2025-09-30 | $8.2M | 82k | 100.25 |
| 2025-06-30 | $7.1M | 71k | 99.20 |
| 2025-03-31 | $7.1M | 72k | 98.92 |
| 2024-12-31 | $4.0M | 41k | 96.90 |
| 2024-09-30 | $5.3M | 52k | 101.27 |
| 2024-06-30 | $4.4M | 45k | 97.07 |
| 2024-03-31 | $5.5M | 56k | 97.94 |
| 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 |
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