1IA
1620 Investment Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.24M | Buy |
33,879
+1,254
| +4% | +$120K | 2.3% | 3 |
|
|
2025
Q1 | $3.11M | Buy |
32,625
+1,131
| +4% | +$108K | 2.38% | 3 |
|
|
2024
Q4 | $2.91M | Sell |
31,494
-4,025
| -11% | -$372K | 2.21% | 2 |
|
|
2024
Q3 | $3.49M | Buy |
35,519
+244
| +0.7% | +$23.9K | 2.51% | 2 |
|
|
2024
Q2 | $3.3M | Buy |
35,275
+614
| +2% | +$57.5K | 2.53% | 2 |
|
|
2024
Q1 | $3.28M | Buy |
34,661
+1,088
| +3% | +$103K | 3.3% | 2 |
|
|
2023
Q4 | $3.24M | Buy |
33,573
+975
| +3% | +$94K | 3.54% | 2 |
|
|
2023
Q3 | $2.99M | Buy |
32,598
+308
| +1% | +$28.2K | 3.38% | 2 |
|
|
2023
Q2 | $3.12M | Sell |
32,290
-237
| -0.7% | -$22.9K | 3.38% | 2 |
|
|
2023
Q1 | $3.22M | Buy |
32,527
+6,570
| +25% | +$651K | 3.89% | 2 |
|
|
2022
Q4 | $2.49M | Sell |
25,957
-3,382
| -12% | -$324K | 3.01% | 2 |
|
|
2022
Q3 | $2.82M | Buy |
29,339
+1,871
| +7% | +$180K | 4.15% | 2 |
|
|
2022
Q2 | $2.81M | Buy |
27,468
+9,601
| +54% | +$982K | 3.87% | 2 |
|
|
2022
Q1 | $2.06M | Hold |
17,867
| – | – | 2.24% | 8 |
|
|
2021
Q4 | $2.06M | Buy |
+17,867
| New | +$2.06M | 2.3% | 8 |
|