Allworth 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 | $141K | Buy |
1,474
+181
| +14% | +$17.3K | ﹤0.01% | 1340 |
|
|
2025
Q1 | $123K | Buy |
1,293
+215
| +20% | +$20.4K | ﹤0.01% | 1124 |
|
|
2024
Q4 | $99.7K | Sell |
1,078
-253
| -19% | -$23.4K | ﹤0.01% | 1263 |
|
|
2024
Q3 | $131K | Sell |
1,331
-1,737
| -57% | -$170K | ﹤0.01% | 962 |
|
|
2024
Q2 | $290K | Buy |
3,068
+1,114
| +57% | +$105K | ﹤0.01% | 706 |
|
|
2024
Q1 | $185K | Sell |
1,954
-42
| -2% | -$3.98K | ﹤0.01% | 813 |
|
|
2023
Q4 | $192K | Buy |
1,996
+1,374
| +221% | +$132K | ﹤0.01% | 744 |
|
|
2023
Q3 | $57K | Sell |
622
-548
| -47% | -$50.2K | ﹤0.01% | 1071 |
|
|
2023
Q2 | $113K | Sell |
1,170
-491
| -30% | -$47.4K | ﹤0.01% | 855 |
|
|
2023
Q1 | $165K | Buy |
1,661
+830
| +100% | +$82.3K | ﹤0.01% | 693 |
|
|
2022
Q4 | $79.6K | Sell |
831
-490
| -37% | -$46.9K | ﹤0.01% | 872 |
|
|
2022
Q3 | $127K | Buy |
1,321
+1,268
| +2,392% | +$122K | ﹤0.01% | 704 |
|
|
2022
Q2 | $5K | Buy |
+53
| New | +$5K | ﹤0.01% | 1755 |
|
|
2022
Q1 | – | Sell |
-381
| Closed | -$44K | – | 2238 |
|
|
2021
Q4 | $44K | Hold |
381
| – | – | ﹤0.01% | 879 |
|
|
2021
Q3 | $44K | Buy |
+381
| New | +$44K | ﹤0.01% | 814 |
|
|
2021
Q1 | – | Sell |
-12
| Closed | -$1K | – | 1551 |
|
|
2020
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 1266 |
|
|
2020
Q3 | $2K | Hold |
12
| – | – | ﹤0.01% | 989 |
|
|
2020
Q2 | $2K | Sell |
12
-29
| -71% | -$4.83K | ﹤0.01% | 1010 |
|
|
2020
Q1 | $5K | Sell |
41
-107
| -72% | -$13K | ﹤0.01% | 866 |
|
|
2019
Q4 | $16K | Buy |
148
+117
| +377% | +$12.6K | ﹤0.01% | 563 |
|
|
2019
Q3 | $4K | Buy |
31
+19
| +158% | +$2.45K | ﹤0.01% | 715 |
|
|
2019
Q2 | $1K | Sell |
12
-22
| -65% | -$1.83K | ﹤0.01% | 886 |
|
|
2019
Q1 | $4K | Buy |
34
+22
| +183% | +$2.59K | ﹤0.01% | 717 |
|
|
2018
Q4 | $1K | Sell |
12
-7,692
| -100% | -$641K | ﹤0.01% | 812 |
|
|
2018
Q3 | $779K | Sell |
7,704
-459
| -6% | -$46.4K | 0.04% | 72 |
|
|
2018
Q2 | $837K | Buy |
8,163
+8,151
| +67,925% | +$836K | 0.04% | 66 |
|
|
2018
Q1 | $1K | Sell |
12
-38
| -76% | -$3.17K | ﹤0.01% | 761 |
|
|
2017
Q4 | $5K | Buy |
50
+38
| +317% | +$3.8K | ﹤0.01% | 562 |
|
|
2017
Q3 | $1K | Sell |
12
-52
| -81% | -$4.33K | ﹤0.01% | 701 |
|
|
2017
Q2 | $7K | Buy |
64
+52
| +433% | +$5.69K | ﹤0.01% | 522 |
|
|
2017
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 702 |
|
|
2016
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 626 |
|
|
2016
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 641 |
|
|
2016
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 593 |
|
|
2016
Q1 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 572 |
|