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iShares IBoxx $ Invest Grade Corp Bd shares owned by Regal Wealth Group

Quarter-by-quarter ownership of iShares IBoxx $ Invest Grade Corp Bd (LQD) shares owned by Regal Wealth Group from 13F filings

Historical chart of Regal Wealth Group investment in iShares IBoxx $ Invest Grade Corp Bd

Tip: Access up to 7 years of quarterly data

All positions including iShares IBoxx $ Invest Grade Corp Bd held by Regal Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares IBoxx $ Invest Grade Corp Bd by Regal Wealth Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $9.5M 87k 109.05
2023-09-30 $8.6M 84k 102.02
2023-06-30 $8.9M 84k 105.54
2023-03-31 $8.6M 79k 108.52
2022-12-31 $8.7M 82k 105.43
2022-09-30 $8.2M 82k 100.07
2022-06-30 $1.2M 11k 110.06
2022-03-31 $1.2M 11k 116.09
2021-12-31 $1.5M 11k 132.56
2021-09-30 $1.6M 12k 133.00
2021-06-30 $1.7M 12k 134.38
2021-03-31 $11M 83k 130.05
2020-12-31 $11M 81k 138.13
2020-09-30 $7.3M 54k 134.70
2020-06-30 $7.1M 53k 134.50
2020-03-31 $6.6M 53k 123.50
2019-12-31 $9.6M 75k 127.96
2019-09-30 $8.2M 73k 112.81
2019-06-30 $9.4M 76k 124.37
2019-03-31 $8.8M 74k 119.06
2018-12-31 $8.2M 73k 112.81
2018-09-30 $8.8M 77k 114.93
2018-06-30 $3.7M 33k 114.57
2018-03-31 $8.9M 76k 117.39
2017-12-31 $9.3M 77k 121.56
2017-09-30 $8.9M 74k 121.23
2017-06-30 $8.6M 71k 120.50
2017-03-31 $6.7M 56k 117.91
2016-12-31 $6.5M 56k 117.19
2016-09-30 $6.5M 56k 117.19
2016-06-30 $6.5M 56k 117.19
2016-03-31 $6.5M 56k 117.19
2015-12-31 $6.5M 56k 117.19

More positions owned by Regal Wealth Group

Ishares Tr Rus 1000 Grw Etf (IWF)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Boeing Company (BA)
Rockwell Automation (ROK)
Ishares Tr Rus 1000 Val Etf (IWD)
Ishares Tr Msci Usa Min Vol (USMV)
Dimensional Etf Trust Core Fixed Incom (DFCF)

View all positions for Regal Wealth Group

Top funds holding iShares IBoxx $ Invest Grade Corp Bd

Bank of America Corporation
Meiji Yasuda Life Insurance Company
BlackRock
Japan Science & Technology Agency
BlackRock
Financial Engines Advisors L.L.C
Citadel Advisors
NYL Investors
Allianz Investment Management U.S
Morgan Stanley
Jane Street
Goldman Sachs Group
Wealthfront Advisers
Ontario Teachers' Pension Plan Board
Wells Fargo & Company

View all funds holding iShares IBoxx $ Invest Grade Corp Bd