Ally Invest Advisors’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 | $86M | Buy |
897,827
+12,940
| +1% | +$1.24M | 6.7% | 4 |
|
|
2025
Q1 | $84.4M | Buy |
884,887
+18,427
| +2% | +$1.76M | 7.23% | 4 |
|
|
2024
Q4 | $80.1M | Buy |
866,460
+49,392
| +6% | +$4.57M | 6.94% | 4 |
|
|
2024
Q3 | $80.2M | Buy |
817,068
+18,625
| +2% | +$1.83M | 7.11% | 4 |
|
|
2024
Q2 | $74.8M | Buy |
798,443
+22,761
| +3% | +$2.13M | 7.19% | 5 |
|
|
2024
Q1 | $73.4M | Buy |
775,682
+20,474
| +3% | +$1.94M | 7.29% | 5 |
|
|
2023
Q4 | $72.8M | Sell |
755,208
-8,122
| -1% | -$783K | 7.75% | 5 |
|
|
2023
Q3 | $69.9M | Buy |
763,330
+16,517
| +2% | +$1.51M | 8.18% | 5 |
|
|
2023
Q2 | $72.1M | Sell |
746,813
-2,603
| -0.3% | -$251K | 8.24% | 5 |
|
|
2023
Q1 | $74.3M | Sell |
749,416
-1,261
| -0.2% | -$125K | 8.77% | 5 |
|
|
2022
Q4 | $71.9M | Sell |
750,677
-4,835
| -0.6% | -$463K | 9.02% | 5 |
|
|
2022
Q3 | $72.5M | Sell |
755,512
-357
| -0% | -$34.3K | 9.83% | 5 |
|
|
2022
Q2 | $77.3M | Sell |
755,869
-9,446
| -1% | -$966K | 10.06% | 5 |
|
|
2022
Q1 | $82.2M | Buy |
765,315
+18,593
| +2% | +$2M | 9.47% | 5 |
|
|
2021
Q4 | $85.9M | Buy |
746,722
+55,881
| +8% | +$6.43M | 9.69% | 5 |
|
|
2021
Q3 | $79.6M | Buy |
690,841
+75,881
| +12% | +$8.74M | 10.01% | 5 |
|
|
2021
Q2 | $71M | Buy |
614,960
+94,182
| +18% | +$10.9M | 9.82% | 5 |
|
|
2021
Q1 | $58.8M | Buy |
520,778
+124,788
| +32% | +$14.1M | 9.78% | 5 |
|
|
2020
Q4 | $47.5M | Buy |
395,990
+82,702
| +26% | +$9.92M | 9.83% | 5 |
|
|
2020
Q3 | $38.2M | Buy |
313,288
+49,452
| +19% | +$6.02M | 10.17% | 5 |
|
|
2020
Q2 | $32.2M | Buy |
263,836
+27,827
| +12% | +$3.39M | 9.95% | 5 |
|
|
2020
Q1 | $28.7M | Sell |
236,009
-1,923
| -0.8% | -$234K | 10.77% | 5 |
|
|
2019
Q4 | $26.2M | Buy |
237,932
+38,004
| +19% | +$4.19M | 9.92% | 5 |
|
|
2019
Q3 | $22.5M | Buy |
199,928
+30,861
| +18% | +$3.47M | 10.49% | 5 |
|
|
2019
Q2 | $18.6M | Buy |
169,067
+25,495
| +18% | +$2.8M | 10.12% | 5 |
|
|
2019
Q1 | $15.3M | Buy |
143,572
+19,914
| +16% | +$2.12M | 9.92% | 5 |
|
|
2018
Q4 | $12.9M | Buy |
+123,658
| New | +$12.9M | 10.43% | 5 |
|