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iShares Lehman 1-3 Year Treas.Bond shares owned by Regal Investment Advisors

Quarter-by-quarter ownership of iShares Lehman 1-3 Year Treas.Bond (SHY) shares owned by Regal Investment Advisors from 13F filings

Historical chart of Regal Investment Advisors investment in iShares Lehman 1-3 Year Treas.Bond

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All positions including iShares Lehman 1-3 Year Treas.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 1-3 Year Treas.Bond by Regal Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $3.7M 44k 83.15
2024-06-30 $3.5M 43k 81.65
2024-03-31 $4.7M 58k 81.78
2023-09-30 $6.3M 77k 80.97
2023-06-30 $6.6M 81k 81.08
2023-03-31 $7.3M 89k 82.16
2022-12-31 $5.8M 71k 81.17
2022-09-30 $4.9M 61k 81.22
2022-06-30 $2.7M 32k 82.80
2022-03-31 $402k 4.8k 83.40
2021-12-31 $455k 5.3k 85.62
2021-09-30 $482k 5.6k 86.07
2021-06-30 $496k 5.8k 86.13
2020-12-31 $608k 7.0k 86.34
2020-06-30 $335k 3.9k 86.61
2019-12-31 $262k 3.1k 84.54
2019-09-30 $281k 3.3k 84.95
2019-06-30 $354k 4.2k 84.77
2019-03-31 $529k 6.3k 84.14
2018-12-31 $738k 8.8k 83.66
2017-09-30 $1.7M 21k 84.44
2016-09-30 $623k 7.3k 85.02
2016-06-30 $776k 9.1k 85.28
2016-03-31 $12M 137k 85.03
2015-12-31 $15M 180k 84.36
2015-09-30 $9.9M 117k 84.99
2015-06-30 $891k 11k 84.82
2015-03-31 $1.6M 18k 84.89
2014-12-31 $129k 1.5k 84.42
2014-09-30 $129k 1.5k 84.42
2014-06-30 $131k 1.5k 84.56
2014-03-31 $222k 2.6k 84.35
2013-12-31 $161k 1.9k 84.25
2013-09-30 $17k 199 85.43
2013-06-30 $17k 199 85.43

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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 1-3 Year Treas.Bond

Morgan Stanley
BlackRock
BlackRock
Bank of America Corporation
Captrust Financial Advisors
Jpmorgan Chase & Co
LPL Financial
Wells Fargo & Company
Envestnet Asset Management
Bank of New York Mellon
Branch Banking & Trust Company
Royal Bank of Canada
Charles Schwab Investment Management
Barclays
Raymond James & Associates

View all funds holding iShares Lehman 1-3 Year Treas.Bond