AWM
AE Wealth Management’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 | $2.45M | Sell |
25,552
-11,349
| -31% | -$1.09M | 0.02% | 487 |
|
|
2025
Q1 | $3.52M | Sell |
36,901
-9,206
| -20% | -$878K | 0.03% | 413 |
|
|
2024
Q4 | $4.26M | Buy |
46,107
+16,811
| +57% | +$1.55M | 0.04% | 369 |
|
|
2024
Q3 | $2.87M | Buy |
29,296
+592
| +2% | +$58.1K | 0.03% | 442 |
|
|
2024
Q2 | $2.69M | Buy |
28,704
+182
| +0.6% | +$17K | 0.03% | 454 |
|
|
2024
Q1 | $2.7M | Sell |
28,522
-415,783
| -94% | -$39.4M | 0.03% | 423 |
|
|
2023
Q4 | $42.2M | Buy |
444,305
+49,348
| +12% | +$4.69M | 0.22% | 100 |
|
|
2023
Q3 | $36.2M | Sell |
394,957
-84,579
| -18% | -$7.75M | 0.22% | 97 |
|
|
2023
Q2 | $46.3M | Sell |
479,536
-1,002,324
| -68% | -$96.8M | 0.28% | 67 |
|
|
2023
Q1 | $147M | Buy |
1,481,860
+892,456
| +151% | +$88.5M | 0.95% | 12 |
|
|
2022
Q4 | $56.5M | Buy |
589,404
+240,844
| +69% | +$23.1M | 0.41% | 38 |
|
|
2022
Q3 | $33.5M | Sell |
348,560
-51,460
| -13% | -$4.94M | 0.27% | 76 |
|
|
2022
Q2 | $40.9M | Buy |
400,020
+76,161
| +24% | +$7.79M | 0.33% | 62 |
|
|
2022
Q1 | $34.8M | Sell |
323,859
-427,775
| -57% | -$46M | 0.24% | 91 |
|
|
2021
Q4 | $86.4M | Buy |
751,634
+573,549
| +322% | +$66M | 0.6% | 31 |
|
|
2021
Q3 | $20.5M | Buy |
178,085
+50,406
| +39% | +$5.81M | 0.17% | 130 |
|
|
2021
Q2 | $14.7M | Buy |
127,679
+24,614
| +24% | +$2.84M | 0.13% | 162 |
|
|
2021
Q1 | $11.6M | Sell |
103,065
-359,732
| -78% | -$40.6M | 0.12% | 178 |
|
|
2020
Q4 | $55.5M | Buy |
462,797
+97,272
| +27% | +$11.7M | 0.63% | 28 |
|
|
2020
Q3 | $44.5M | Buy |
365,525
+175,333
| +92% | +$21.4M | 0.64% | 26 |
|
|
2020
Q2 | $23.2M | Buy |
190,192
+101,598
| +115% | +$12.4M | 0.36% | 58 |
|
|
2020
Q1 | $10.8M | Buy |
88,594
+66,035
| +293% | +$8.02M | 0.25% | 83 |
|
|
2019
Q4 | $2.49M | Sell |
22,559
-8,137
| -27% | -$897K | 0.05% | 295 |
|
|
2019
Q3 | $3.45M | Buy |
30,696
+5,430
| +21% | +$611K | 0.1% | 186 |
|
|
2019
Q2 | $2.78M | Buy |
25,266
+12,946
| +105% | +$1.42M | 0.08% | 188 |
|
|
2019
Q1 | $1.31M | Buy |
12,320
+7,867
| +177% | +$839K | 0.09% | 179 |
|
|
2018
Q4 | $464K | Buy |
4,453
+1,592
| +56% | +$166K | 0.08% | 260 |
|
|
2018
Q3 | $289K | Buy |
+2,861
| New | +$289K | 0.02% | 460 |
|
|
2017
Q3 | – | Sell |
-1,941
| Closed | -$207K | – | 406 |
|
|
2017
Q2 | $207K | Buy |
+1,941
| New | +$207K | 0.02% | 355 |
|