Number of Shares
438,552.00
Current Holdings Value*
$20.21 Mil
% of Portfolio
1.64%
Total Estimate Gain
$-711,454.15
% of Total Estimate Gain
-3.03%

Regal Investment Advisors LLC's iShares Core Total USD Bond Market ETF Holding Summary

As of 2025-03-31, Regal Investment Advisors LLC held 438,552.00 shares of iShares Core Total USD Bond Market ETF(IUSB), totaling $20.21 Mil. This investment constitutes 1.64% of their stock portfolio, and Regal Investment Advisors LLC now holds 0.06% of the outstanding iShares Core Total USD Bond Market ETF(IUSB) stock.

The initial trade took place in 2021Q2. And since then Regal Investment Advisors LLC has made 14 purchases of IUSB, at an average price of $47.41, for a total of 495,926.00 shares. In addition, there have been 2 sales at an average price of $45.29 for 57,374.00 shares. Based on historical transaction data and IUSB's current price of $46.06, Regal Investment Advisors LLC's estimated gain on his IUSB holdings is $-711,454.15, reflecting a -3.03% gain to date.

Regal Investment Advisors LLC IUSB ($46.06) Holding Chart

Regal Investment Advisors LLC IUSB ($46.06) 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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