Advisory Alpha’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 | – | Sell |
-2,136
| Closed | -$204K | – | 491 |
|
|
2025
Q1 | $204K | Buy |
+2,136
| New | +$204K | 0.01% | 439 |
|
|
2024
Q4 | – | Sell |
-2,431
| Closed | -$239K | – | 447 |
|
|
2024
Q3 | $239K | Buy |
+2,431
| New | +$239K | 0.01% | 371 |
|
|
2024
Q2 | – | Sell |
-37,827
| Closed | -$3.58M | – | 405 |
|
|
2024
Q1 | $3.58M | Sell |
37,827
-331
| -0.9% | -$31.3K | 0.15% | 82 |
|
|
2023
Q4 | $3.68M | Buy |
38,158
+16,569
| +77% | +$1.6M | 0.17% | 80 |
|
|
2023
Q3 | $1.98M | Sell |
21,589
-162
| -0.7% | -$14.8K | 0.1% | 98 |
|
|
2023
Q2 | $2.1M | Buy |
21,751
+14,718
| +209% | +$1.42M | 0.11% | 99 |
|
|
2023
Q1 | $697K | Buy |
+7,033
| New | +$697K | 0.04% | 147 |
|
|
2021
Q4 | – | Sell |
-3,567
| Closed | -$411K | – | 266 |
|
|
2021
Q3 | $411K | Buy |
3,567
+1,156
| +48% | +$133K | 0.03% | 174 |
|
|
2021
Q2 | $278K | Sell |
2,411
-663
| -22% | -$76.4K | 0.02% | 162 |
|
|
2021
Q1 | $347K | Buy |
+3,074
| New | +$347K | 0.04% | 126 |
|