AWA
Arete Wealth 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 | $15.3M | Sell |
159,456
-52,934
| -25% | -$5.07M | 1.08% | 18 |
|
|
2025
Q1 | $20.3M | Buy |
212,390
+14,306
| +7% | +$1.36M | 1.55% | 8 |
|
|
2024
Q4 | $18.3M | Buy |
198,084
+977
| +0.5% | +$90.3K | 1.32% | 13 |
|
|
2024
Q3 | $19.3M | Buy |
197,107
+3,373
| +2% | +$330K | 1.66% | 10 |
|
|
2024
Q2 | $18.2M | Buy |
193,734
+61,876
| +47% | +$5.8M | 1.49% | 9 |
|
|
2024
Q1 | $12.5M | Buy |
131,858
+5,688
| +5% | +$538K | 1.15% | 13 |
|
|
2023
Q4 | $12.2M | Buy |
126,170
+122,338
| +3,193% | +$11.8M | 0.93% | 20 |
|
|
2023
Q3 | $351K | Sell |
3,832
-98,108
| -96% | -$8.99M | 0.06% | 312 |
|
|
2023
Q2 | $9.85M | Sell |
101,940
-139,720
| -58% | -$13.5M | 0.87% | 20 |
|
|
2023
Q1 | $24M | Sell |
241,660
-22,337
| -8% | -$2.21M | 1.95% | 7 |
|
|
2022
Q4 | $25.3B | Buy |
263,997
+15,024
| +6% | +$1.44B | 2.21% | 6 |
|
|
2022
Q3 | $23.9M | Buy |
+248,973
| New | +$23.9M | 2.34% | 6 |
|
|
2020
Q3 | – | Sell |
-2,312
| Closed | -$282K | – | 399 |
|
|
2020
Q2 | $282K | Buy |
+2,312
| New | +$282K | 0.05% | 302 |
|
|
2019
Q4 | – | Sell |
-3,460
| Closed | -$389K | – | 407 |
|
|
2019
Q3 | $389K | Buy |
+3,460
| New | +$389K | 0.07% | 253 |
|
|
2019
Q2 | – | Sell |
-2,778
| Closed | -$296K | – | 407 |
|
|
2019
Q1 | $296K | Sell |
2,778
-1,527
| -35% | -$163K | 0.06% | 285 |
|
|
2018
Q4 | $449K | Buy |
+4,305
| New | +$449K | 0.11% | 203 |
|