Arax Advisory Partners’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 | $19.5K | Hold |
204
| – | – | ﹤0.01% | 1676 |
|
|
2025
Q1 | $19.4K | Hold |
204
| – | – | ﹤0.01% | 1319 |
|
|
2024
Q4 | $18.8K | Buy |
204
+192
| +1,600% | +$17.7K | ﹤0.01% | 1235 |
|
|
2024
Q3 | $1.15K | Hold |
12
| – | – | ﹤0.01% | 2211 |
|
|
2024
Q2 | $1.09K | Sell |
12
-203
| -94% | -$18.4K | ﹤0.01% | 2146 |
|
|
2024
Q1 | $20.4K | Hold |
215
| – | – | ﹤0.01% | 665 |
|
|
2023
Q4 | $20.8K | Buy |
215
+204
| +1,855% | +$19.7K | ﹤0.01% | 644 |
|
|
2023
Q3 | $1.04K | Hold |
11
| – | – | ﹤0.01% | 1118 |
|
|
2023
Q2 | $1.08K | Hold |
11
| – | – | ﹤0.01% | 1101 |
|
|
2023
Q1 | $1.1K | Sell |
11
-327
| -97% | -$32.8K | ﹤0.01% | 1086 |
|
|
2022
Q4 | $32.4K | Sell |
338
-171
| -34% | -$16.4K | ﹤0.01% | 501 |
|
|
2022
Q3 | $49K | Sell |
509
-333
| -40% | -$32.1K | 0.01% | 434 |
|
|
2022
Q2 | $86K | Hold |
842
| – | – | 0.01% | 328 |
|
|
2022
Q1 | $90K | Hold |
842
| – | – | 0.01% | 353 |
|
|
2021
Q4 | $97K | Hold |
842
| – | – | 0.01% | 348 |
|
|
2021
Q3 | $97K | Hold |
842
| – | – | 0.01% | 334 |
|
|
2021
Q2 | $97K | Buy |
+842
| New | +$97K | 0.01% | 340 |
|
|
2020
Q4 | $211K | Sell |
1,760
-2,259
| -56% | -$271K | 0.03% | 201 |
|
|
2020
Q3 | $490K | Sell |
4,019
-198,148
| -98% | -$24.2M | 0.08% | 86 |
|
|
2020
Q2 | $24.6M | Sell |
202,167
-1,327
| -0.7% | -$162K | 4.39% | 6 |
|
|
2020
Q1 | $24.7M | Buy |
+203,494
| New | +$24.7M | 5.7% | 2 |
|
|
2017
Q3 | – | Sell |
-978
| Closed | -$104K | – | 481 |
|
|
2017
Q2 | $104K | Buy |
978
+50
| +5% | +$5.32K | 0.05% | 152 |
|
|
2017
Q1 | $98K | Buy |
928
+816
| +729% | +$86.2K | 0.05% | 131 |
|
|
2016
Q4 | $12K | Buy |
+112
| New | +$12K | 0.01% | 302 |
|