Advisornet Financial’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $11.7K | Buy |
122
+16
| +15% | +$1.54K | ﹤0.01% | 1409 |
|
2025
Q1 | $10.1K | Sell |
106
-24
| -18% | -$2.29K | ﹤0.01% | 1386 |
|
2024
Q4 | $12K | Buy |
130
+100
| +333% | +$9.25K | ﹤0.01% | 1264 |
|
2024
Q3 | $2.94K | Hold |
30
| – | – | ﹤0.01% | 1676 |
|
2024
Q2 | $2.81K | Hold |
30
| – | – | ﹤0.01% | 1557 |
|
2024
Q1 | $2.84K | Sell |
30
-540
| -95% | -$51.1K | ﹤0.01% | 1549 |
|
2023
Q4 | $54.9K | Sell |
570
-127
| -18% | -$12.2K | 0.01% | 787 |
|
2023
Q3 | $63.8K | Buy |
697
+425
| +156% | +$38.9K | 0.01% | 723 |
|
2023
Q2 | $26.3K | Sell |
272
-80
| -23% | -$7.73K | ﹤0.01% | 1001 |
|
2023
Q1 | $34.9K | Buy |
352
+57
| +19% | +$5.65K | ﹤0.01% | 899 |
|
2022
Q4 | $28.3K | Hold |
295
| – | – | ﹤0.01% | 945 |
|
2022
Q3 | $28K | Sell |
295
-482
| -62% | -$45.7K | ﹤0.01% | 993 |
|
2022
Q2 | $79K | Buy |
777
+538
| +225% | +$54.7K | 0.01% | 737 |
|
2022
Q1 | $26K | Buy |
239
+96
| +67% | +$10.4K | ﹤0.01% | 1162 |
|
2021
Q4 | $16K | Hold |
143
| – | – | ﹤0.01% | 1339 |
|
2021
Q3 | $16K | Sell |
143
-1
| -0.7% | -$112 | ﹤0.01% | 1306 |
|
2021
Q2 | $17K | Sell |
144
-612
| -81% | -$72.3K | ﹤0.01% | 1264 |
|
2021
Q1 | $85K | Sell |
756
-152
| -17% | -$17.1K | 0.01% | 792 |
|
2020
Q4 | $109K | Sell |
908
-61
| -6% | -$7.32K | 0.01% | 657 |
|
2020
Q3 | $118K | Sell |
969
-345
| -26% | -$42K | 0.01% | 626 |
|
2020
Q2 | $160K | Buy |
1,314
+142
| +12% | +$17.3K | 0.01% | 542 |
|
2020
Q1 | $142K | Buy |
1,172
+83
| +8% | +$10.1K | 0.01% | 530 |
|
2019
Q4 | $120K | Sell |
1,089
-94
| -8% | -$10.4K | 0.01% | 626 |
|
2019
Q3 | $133K | Buy |
1,183
+22
| +2% | +$2.47K | 0.01% | 596 |
|
2019
Q2 | $128K | Buy |
1,161
+215
| +23% | +$23.7K | 0.01% | 538 |
|
2019
Q1 | $101K | Buy |
946
+27
| +3% | +$2.88K | 0.01% | 548 |
|
2018
Q4 | $96K | Sell |
919
-1,162
| -56% | -$121K | 0.01% | 529 |
|
2018
Q3 | $210K | Buy |
2,081
+1,175
| +130% | +$119K | 0.03% | 406 |
|
2018
Q2 | $93K | Buy |
906
+5
| +0.6% | +$513 | 0.01% | 546 |
|
2018
Q1 | $93K | Sell |
901
-1,972
| -69% | -$204K | 0.01% | 545 |
|
2017
Q4 | $303K | Buy |
+2,873
| New | +$303K | 0.05% | 276 |
|