Aptus Capital 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 | $2.38M | Sell |
24,856
-5,480
| -18% | -$525K | 0.02% | 381 |
|
|
2025
Q1 | $2.89M | Buy |
30,336
+6,924
| +30% | +$660K | 0.03% | 342 |
|
|
2024
Q4 | $2.16M | Buy |
23,412
+21,077
| +903% | +$1.95M | 0.02% | 377 |
|
|
2024
Q3 | $229K | Sell |
2,335
-250
| -10% | -$24.5K | ﹤0.01% | 733 |
|
|
2024
Q2 | $242K | Buy |
2,585
+147
| +6% | +$13.8K | ﹤0.01% | 672 |
|
|
2024
Q1 | $231K | Sell |
2,438
-1,312
| -35% | -$124K | ﹤0.01% | 695 |
|
|
2023
Q4 | $361K | Buy |
3,750
+2,583
| +221% | +$249K | 0.01% | 433 |
|
|
2023
Q3 | $107K | Buy |
1,167
+691
| +145% | +$63.3K | ﹤0.01% | 613 |
|
|
2023
Q2 | $46K | Sell |
476
-9,796
| -95% | -$946K | ﹤0.01% | 582 |
|
|
2023
Q1 | $1.02M | Buy |
10,272
+7,841
| +323% | +$777K | 0.03% | 263 |
|
|
2022
Q4 | $233K | Buy |
2,431
+2,345
| +2,727% | +$225K | 0.01% | 449 |
|
|
2022
Q3 | $8K | Sell |
86
-32
| -27% | -$2.98K | ﹤0.01% | 673 |
|
|
2022
Q2 | $12K | Sell |
118
-418
| -78% | -$42.5K | ﹤0.01% | 553 |
|
|
2022
Q1 | $58K | Buy |
536
+429
| +401% | +$46.4K | ﹤0.01% | 493 |
|
|
2021
Q4 | $12K | Hold |
107
| – | – | ﹤0.01% | 482 |
|
|
2021
Q3 | $12K | Sell |
107
-413
| -79% | -$46.3K | ﹤0.01% | 448 |
|
|
2021
Q2 | $60K | Buy |
520
+109
| +27% | +$12.6K | ﹤0.01% | 400 |
|
|
2021
Q1 | $46K | Sell |
411
-62
| -13% | -$6.94K | ﹤0.01% | 382 |
|
|
2020
Q4 | $56K | Buy |
473
+259
| +121% | +$30.7K | ﹤0.01% | 338 |
|
|
2020
Q3 | $26K | Sell |
214
-5,618
| -96% | -$683K | ﹤0.01% | 357 |
|
|
2020
Q2 | $710K | Buy |
5,832
+5,725
| +5,350% | +$697K | 0.04% | 145 |
|
|
2020
Q1 | $12K | Sell |
107
-75
| -41% | -$8.41K | ﹤0.01% | 343 |
|
|
2019
Q4 | $20K | Buy |
182
+107
| +143% | +$11.8K | ﹤0.01% | 385 |
|
|
2019
Q3 | $8K | Sell |
75
-3,865
| -98% | -$412K | ﹤0.01% | 399 |
|
|
2019
Q2 | $433K | Buy |
+3,940
| New | +$433K | 0.06% | 249 |
|
|
2019
Q1 | – | Sell |
-418,789
| Closed | -$43.6M | – | 299 |
|
|
2018
Q4 | $43.6M | Buy |
+418,789
| New | +$43.6M | 11.51% | 2 |
|