Atria Investments’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 | $8.79M | Sell |
91,761
-5,671
| -6% | -$543K | 0.1% | 219 |
|
|
2025
Q1 | $9.29M | Sell |
97,432
-3,670
| -4% | -$350K | 0.12% | 198 |
|
|
2024
Q4 | $9.35M | Buy |
101,102
+26,189
| +35% | +$2.42M | 0.12% | 199 |
|
|
2024
Q3 | $7.35M | Buy |
74,913
+2,046
| +3% | +$201K | 0.09% | 251 |
|
|
2024
Q2 | $6.82M | Sell |
72,867
-476
| -0.6% | -$44.6K | 0.09% | 259 |
|
|
2024
Q1 | $6.94M | Buy |
73,343
+7,128
| +11% | +$675K | 0.1% | 256 |
|
|
2023
Q4 | $6.38M | Sell |
66,215
-36
| -0.1% | -$3.47K | 0.1% | 240 |
|
|
2023
Q3 | $6.07M | Sell |
66,251
-3,806
| -5% | -$349K | 0.11% | 232 |
|
|
2023
Q2 | $6.77M | Sell |
70,057
-171,787
| -71% | -$16.6M | 0.12% | 195 |
|
|
2023
Q1 | $24M | Buy |
241,844
+190,652
| +372% | +$18.9M | 0.45% | 41 |
|
|
2022
Q4 | $4.9M | Sell |
51,192
-12,573
| -20% | -$1.2M | 0.1% | 260 |
|
|
2022
Q3 | $6.12M | Buy |
63,765
+7,065
| +12% | +$678K | 0.14% | 187 |
|
|
2022
Q2 | $5.8M | Sell |
56,700
-8,105
| -13% | -$829K | 0.12% | 207 |
|
|
2022
Q1 | $6.97M | Buy |
64,805
+601
| +0.9% | +$64.6K | 0.12% | 197 |
|
|
2021
Q4 | $7.38M | Sell |
64,204
-15,876
| -20% | -$1.83M | 0.13% | 187 |
|
|
2021
Q3 | $9.23M | Buy |
80,080
+26,119
| +48% | +$3.01M | 0.17% | 137 |
|
|
2021
Q2 | $6.23M | Sell |
53,961
-21,109
| -28% | -$2.44M | 0.12% | 196 |
|
|
2021
Q1 | $8.48M | Sell |
75,070
-13,886
| -16% | -$1.57M | 0.19% | 127 |
|
|
2020
Q4 | $10.7M | Sell |
88,956
-11,778
| -12% | -$1.41M | 0.26% | 87 |
|
|
2020
Q3 | $12.3M | Sell |
100,734
-123,962
| -55% | -$15.1M | 0.37% | 57 |
|
|
2020
Q2 | $27.4M | Buy |
+224,696
| New | +$27.4M | 0.94% | 16 |
|
|
2020
Q1 | – | Sell |
-28,012
| Closed | -$3.09M | – | 836 |
|
|
2019
Q4 | $3.09M | Sell |
28,012
-2,154
| -7% | -$237K | 0.08% | 212 |
|
|
2019
Q3 | $3.39M | Sell |
30,166
-73,985
| -71% | -$8.32M | 0.12% | 155 |
|
|
2019
Q2 | $11.8M | Buy |
104,151
+26,225
| +34% | +$2.96M | 0.44% | 43 |
|
|
2019
Q1 | $8.31M | Sell |
77,926
-1,343,573
| -95% | -$143M | 0.35% | 59 |
|
|
2018
Q4 | $148M | Buy |
1,421,499
+1,401,523
| +7,016% | +$146M | 6.56% | 2 |
|
|
2018
Q3 | $2.02M | Sell |
19,976
-4,090
| -17% | -$414K | 0.08% | 225 |
|
|
2018
Q2 | $2.47M | Buy |
24,066
+11,061
| +85% | +$1.13M | 0.11% | 189 |
|
|
2018
Q1 | $1.34M | Sell |
13,005
-3,066
| -19% | -$316K | 0.06% | 276 |
|
|
2017
Q4 | $1.7M | Buy |
16,071
+510
| +3% | +$53.9K | 0.08% | 239 |
|
|
2017
Q3 | $1.66M | Sell |
15,561
-510
| -3% | -$54.3K | 0.09% | 221 |
|
|
2017
Q2 | $1.71M | Sell |
16,071
-218,190
| -93% | -$23.3M | 0.1% | 201 |
|
|
2017
Q1 | $24.7M | Buy |
234,261
+221,899
| +1,795% | +$23.4M | 1.61% | 10 |
|
|
2016
Q4 | $1.3M | Buy |
12,362
+2,458
| +25% | +$258K | 0.1% | 210 |
|
|
2016
Q3 | $1.11M | Sell |
9,904
-578
| -6% | -$64.7K | 0.1% | 175 |
|
|
2016
Q2 | $1.19M | Buy |
10,482
+395
| +4% | +$44.8K | 0.13% | 143 |
|
|
2016
Q1 | $1.11M | Buy |
10,087
+2,179
| +28% | +$240K | 0.13% | 130 |
|
|
2015
Q4 | $847K | Buy |
7,908
+1,003
| +15% | +$107K | 0.09% | 162 |
|
|
2015
Q3 | $745K | Sell |
6,905
-1,404
| -17% | -$151K | 0.1% | 147 |
|
|
2015
Q2 | $873K | Sell |
8,309
-1,194
| -13% | -$125K | 0.1% | 152 |
|
|
2015
Q1 | $1.03M | Sell |
9,503
-9,814
| -51% | -$1.06M | 0.12% | 144 |
|
|
2014
Q4 | $2.05M | Buy |
19,317
+8,367
| +76% | +$887K | 0.22% | 75 |
|
|
2014
Q3 | $1.14M | Sell |
10,950
-3,883
| -26% | -$402K | 0.12% | 149 |
|
|
2014
Q2 | $1.54M | Buy |
14,833
+2,064
| +16% | +$214K | 0.15% | 124 |
|
|
2014
Q1 | $1.3M | Sell |
12,769
-3,699
| -22% | -$376K | 0.13% | 141 |
|
|
2013
Q4 | $1.63M | Sell |
16,468
-2,805
| -15% | -$278K | 0.16% | 117 |
|
|
2013
Q3 | $1.97M | Buy |
19,273
+16,635
| +631% | +$1.7M | 0.2% | 75 |
|
|
2013
Q2 | $270K | Buy |
+2,638
| New | +$270K | 0.03% | 315 |
|