Regal Investment Advisors LLC IBTF Holdings History
Regal Investment Advisors LLC's iShares iBonds Dec 2025 Term Treasury ETF Holding Summary
As of 2025-03-31, Regal Investment Advisors LLC held 227,643.00 shares of iShares iBonds Dec 2025 Term Treasury ETF(IBTF), totaling $5.32 Mil. This investment constitutes 0.43% of their stock portfolio, and Regal Investment Advisors LLC now holds 0.25% of the outstanding iShares iBonds Dec 2025 Term Treasury ETF(IBTF) stock.
The initial trade took place in 2023Q4. And since then Regal Investment Advisors LLC has made 5 purchases of IBTF, at an average price of $23.30, for a total of 230,036.00 shares. In addition, there have been 1 sales at an average price of $23.16 for 2,393.00 shares. Based on historical transaction data and IBTF's current price of $23.30, Regal Investment Advisors LLC's estimated gain on his IBTF holdings is $784.97, reflecting a 0.01% gain to date.
Regal Investment Advisors LLC IBTF ($23.30) Holding Chart
Regal Investment Advisors LLC IBTF ($23.30) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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