ISHARES TR

Ticker: ICVT CUSIP: 46435G102 Class: CONV BD ETF

Regal Investment Advisors LLC's Holding History (CIK: 0001559789)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 5,415 Value ($000) $533 Avg Close — Range —
Q3 2025
Shares 3,638 Value ($000) $364 Avg Close — Range —
Q2 2025
Shares 3,080 Value ($000) $277 Avg Close — Range —
Q1 2025
Shares 4,902 Value ($000) $410 Avg Close — Range —
Q4 2024
Shares 4,223 Value ($000) $359 Avg Close — Range —
Q2 2024
Shares 2,563 Value ($000) $202 Avg Close — Range —
Q4 2022
Shares 6,723 Value ($000) $467 Avg Close — Range —
Q3 2022
Shares 7,119 Value ($000) $490 Avg Close — Range —
Q2 2022
Shares 10,296 Value ($000) $714 Avg Close — Range —