AO
Advisor OS’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 | $503K | Sell |
5,252
-388,072
| -99% | -$37.2M | 0.05% | 252 |
|
|
2025
Q1 | $37.5M | Buy |
393,324
+21,374
| +6% | +$2.04M | 4.27% | 3 |
|
|
2024
Q4 | $34.4M | Sell |
371,950
-90,211
| -20% | -$8.34M | 3.98% | 4 |
|
|
2024
Q3 | $45.3M | Buy |
462,161
+16,468
| +4% | +$1.62M | 4.51% | 3 |
|
|
2024
Q2 | $41.7M | Sell |
445,693
-1,297
| -0.3% | -$121K | 4.57% | 3 |
|
|
2024
Q1 | $42.3M | Buy |
446,990
+20,978
| +5% | +$1.99M | 4.86% | 3 |
|
|
2023
Q4 | $41.1M | Buy |
426,012
+55,911
| +15% | +$5.39M | 5.34% | 4 |
|
|
2023
Q3 | $33.9M | Buy |
370,101
+42,391
| +13% | +$3.88M | 5.08% | 4 |
|
|
2023
Q2 | $31.7M | Buy |
327,710
+272,128
| +490% | +$26.3M | 5.18% | 3 |
|
|
2023
Q1 | $5.51M | Buy |
55,582
+39,310
| +242% | +$3.9M | 1.32% | 17 |
|
|
2022
Q4 | $1.56M | Buy |
16,272
+6,044
| +59% | +$579K | 0.41% | 57 |
|
|
2022
Q3 | $982K | Buy |
+10,228
| New | +$982K | 0.3% | 73 |
|