Regal Investment Advisors LLC LQD Holdings History
Regal Investment Advisors LLC's iShares iBoxx USD Investment Grade Corporate Bond ETF Holding Summary
As of 2025-03-31, Regal Investment Advisors LLC held 206,168.00 shares of iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD), totaling $22.41 Mil. This investment constitutes 1.81% of their stock portfolio, and Regal Investment Advisors LLC now holds 0.08% of the outstanding iShares iBoxx USD Investment Grade Corporate Bond ETF(LQD) stock.
The initial trade took place in 2013Q4. And since then Regal Investment Advisors LLC has made 26 purchases of LQD, at an average price of $121.16, for a total of 402,003.00 shares. In addition, there have been 11 sales at an average price of $124.85 for 195,835.00 shares. Based on historical transaction data and LQD's current price of $108.08, Regal Investment Advisors LLC's estimated gain on his LQD holdings is $-1.97 Mil, reflecting a -4.05% gain to date.
Regal Investment Advisors LLC LQD ($108.08) Holding Chart
Regal Investment Advisors LLC LQD ($108.08) 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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