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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
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

More positions owned by Regal Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Abbvie (ABBV)
Ishares Tr Core Total Usd (IUSB)
First Tr Exchange-traded Cap Strength Etf (FTCS)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Procter & Gamble Company (PG)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Johnson & Johnson (JNJ)

View all positions for Regal Investment Advisors

Top funds holding iShares Lehman Aggregate Bond

Jones Financial Companies, L.L
Raymond James & Associates
BlackRock
Wells Fargo & Company
Envestnet Asset Management
BlackRock
Bank of America Corporation
Us Bancorp
Goldman Sachs Group
Morgan Stanley
Mercer Global Advisors
Envestnet Portfolio Solutions
Northern Trust
Creative Planning
Jpmorgan Chase & Co

View all funds holding iShares Lehman Aggregate Bond