Ancora 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 | $50.6K | Sell |
528
-2
| -0.4% | -$192 | ﹤0.01% | 1005 |
|
|
2025
Q1 | $50.5K | Hold |
530
| – | – | ﹤0.01% | 992 |
|
|
2024
Q4 | $49K | Hold |
530
| – | – | ﹤0.01% | 990 |
|
|
2024
Q3 | $52K | Hold |
530
| – | – | ﹤0.01% | 965 |
|
|
2024
Q2 | $49.6K | Hold |
530
| – | – | ﹤0.01% | 924 |
|
|
2024
Q1 | $50.2K | Hold |
530
| – | – | ﹤0.01% | 934 |
|
|
2023
Q4 | $51.1K | Sell |
530
-78,550
| -99% | -$7.57M | ﹤0.01% | 909 |
|
|
2023
Q3 | $7.24M | Buy |
79,080
+89
| +0.1% | +$8.15K | 0.19% | 109 |
|
|
2023
Q2 | $7.63M | Buy |
78,991
+34
| +0% | +$3.28K | 0.2% | 100 |
|
|
2023
Q1 | $7.83M | Buy |
78,957
+38,008
| +93% | +$3.77M | 0.22% | 88 |
|
|
2022
Q4 | $3.92M | Buy |
40,949
+1
| +0% | +$96 | 0.11% | 165 |
|
|
2022
Q3 | $3.93M | Hold |
40,948
| – | – | 0.12% | 154 |
|
|
2022
Q2 | $4.19M | Buy |
40,948
+1,000
| +3% | +$102K | 0.12% | 159 |
|
|
2022
Q1 | $4.29M | Buy |
39,948
+118
| +0.3% | +$12.7K | 0.1% | 180 |
|
|
2021
Q4 | $4.58M | Hold |
39,830
| – | – | 0.11% | 180 |
|
|
2021
Q3 | $4.59M | Sell |
39,830
-8
| -0% | -$922 | 0.12% | 175 |
|
|
2021
Q2 | $4.6M | Buy |
39,838
+39,487
| +11,250% | +$4.56M | 0.12% | 174 |
|
|
2021
Q1 | $40K | Hold |
351
| – | – | ﹤0.01% | 1105 |
|
|
2020
Q4 | $42K | Hold |
351
| – | – | ﹤0.01% | 905 |
|
|
2020
Q3 | $43K | Hold |
351
| – | – | ﹤0.01% | 859 |
|
|
2020
Q2 | $43K | Sell |
351
-105
| -23% | -$12.9K | ﹤0.01% | 827 |
|
|
2020
Q1 | $55K | Buy |
456
+105
| +30% | +$12.7K | ﹤0.01% | 833 |
|
|
2019
Q4 | $39K | Buy |
+351
| New | +$39K | ﹤0.01% | 925 |
|
|
2018
Q4 | – | Sell |
-1,701
| Closed | -$172K | – | 886 |
|
|
2018
Q3 | $172K | Buy |
+1,701
| New | +$172K | 0.01% | 668 |
|