Ameritas Advisory Services’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 | $610K | Sell |
6,366
-10,209
| -62% | -$978K | 0.03% | 456 |
|
|
2025
Q1 | $1.54M | Buy |
16,575
+69
| +0.4% | +$6.4K | 0.06% | 286 |
|
|
2024
Q4 | $1.53M | Buy |
16,506
+1,415
| +9% | +$131K | 0.05% | 315 |
|
|
2024
Q3 | $1.48M | Sell |
15,091
-380
| -2% | -$37.3K | 0.06% | 298 |
|
|
2024
Q2 | $1.45M | Sell |
15,471
-994
| -6% | -$93.1K | 0.05% | 319 |
|
|
2024
Q1 | $1.52M | Buy |
16,465
+4,960
| +43% | +$458K | 0.06% | 289 |
|
|
2023
Q4 | $1.09M | Buy |
+11,505
| New | +$1.09M | 0.06% | 267 |
|
|
2023
Q3 | – | Sell |
-4,155
| Closed | -$393K | – | 819 |
|
|
2023
Q2 | $393K | Sell |
4,155
-7,406
| -64% | -$701K | 0.05% | 347 |
|
|
2023
Q1 | $1.15M | Sell |
11,561
-14,954
| -56% | -$1.48M | 0.06% | 294 |
|
|
2022
Q4 | $2.54M | Sell |
26,515
-1,621
| -6% | -$155K | 0.12% | 181 |
|
|
2022
Q3 | $2.7M | Buy |
28,136
+813
| +3% | +$78K | 0.16% | 131 |
|
|
2022
Q2 | $2.8M | Buy |
27,323
+5,761
| +27% | +$589K | 0.16% | 135 |
|
|
2022
Q1 | $2.32M | Buy |
21,562
+6,014
| +39% | +$646K | 0.08% | 187 |
|
|
2021
Q4 | $1.79M | Buy |
+15,548
| New | +$1.79M | 0.07% | 241 |
|