AFA
American Financial Advisors’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 | $557K | Buy |
5,817
+50
| +0.9% | +$4.79K | 0.08% | 83 |
|
2025
Q1 | $550K | Buy |
5,767
+30
| +0.5% | +$2.86K | 0.08% | 75 |
|
2024
Q4 | $530K | Buy |
5,737
+63
| +1% | +$5.82K | 0.07% | 78 |
|
2024
Q3 | $557K | Buy |
5,674
+44
| +0.8% | +$4.32K | 0.08% | 74 |
|
2024
Q2 | $527K | Buy |
5,630
+43
| +0.8% | +$4.03K | 0.08% | 75 |
|
2024
Q1 | $529K | Sell |
5,587
-74
| -1% | -$7.01K | 0.07% | 79 |
|
2023
Q4 | $546K | Buy |
5,661
+272
| +5% | +$26.2K | 0.08% | 76 |
|
2023
Q3 | $494K | Sell |
5,389
-470
| -8% | -$43.1K | 0.08% | 78 |
|
2023
Q2 | $566K | Buy |
5,859
+2
| +0% | +$193 | 0.09% | 76 |
|
2023
Q1 | $581K | Buy |
5,857
+18
| +0.3% | +$1.78K | 0.09% | 78 |
|
2022
Q4 | $559K | Buy |
5,839
+33
| +0.6% | +$3.16K | 0.09% | 75 |
|
2022
Q3 | $557K | Buy |
5,806
+21
| +0.4% | +$2.02K | 0.1% | 71 |
|
2022
Q2 | $592K | Sell |
5,785
-2,394
| -29% | -$245K | 0.16% | 44 |
|
2022
Q1 | $879K | Sell |
8,179
-2,138
| -21% | -$230K | 0.12% | 64 |
|
2021
Q4 | $1.19M | Sell |
10,317
-3,506
| -25% | -$403K | 0.15% | 57 |
|
2021
Q3 | $1.59M | Sell |
13,823
-3,146
| -19% | -$363K | 0.21% | 45 |
|
2021
Q2 | $1.96M | Sell |
16,969
-7,604
| -31% | -$878K | 0.27% | 42 |
|
2021
Q1 | $2.78M | Sell |
24,573
-3,802
| -13% | -$429K | 0.41% | 36 |
|
2020
Q4 | $3.4M | Sell |
28,375
-2,062
| -7% | -$247K | 0.49% | 36 |
|
2020
Q3 | $3.71M | Buy |
30,437
+281
| +0.9% | +$34.2K | 0.6% | 33 |
|
2020
Q2 | $3.69M | Buy |
30,156
+210
| +0.7% | +$25.7K | 0.59% | 34 |
|
2020
Q1 | $3.64M | Sell |
29,946
-107,751
| -78% | -$13.1M | 0.65% | 34 |
|
2019
Q4 | $15.5M | Buy |
137,697
+48,213
| +54% | +$5.42M | 2.71% | 15 |
|
2019
Q3 | $10.1M | Buy |
89,484
+8,361
| +10% | +$940K | 1.9% | 23 |
|
2019
Q2 | $8.93M | Buy |
81,123
+6,176
| +8% | +$679K | 1.74% | 23 |
|
2019
Q1 | $7.99M | Buy |
+74,947
| New | +$7.99M | 1.63% | 24 |
|