AWS
Atria Wealth Solutions’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 | $8.43M | Sell |
88,026
-29,052
| -25% | -$2.78M | 0.19% | 122 |
|
|
2025
Q1 | $11.2M | Sell |
117,078
-222,597
| -66% | -$21.2M | 0.13% | 164 |
|
|
2024
Q4 | $31.4M | Sell |
339,675
-306,689
| -47% | -$28.4M | 0.34% | 55 |
|
|
2024
Q3 | $63.4M | Buy |
646,364
+88,783
| +16% | +$8.71M | 0.69% | 19 |
|
|
2024
Q2 | $52.2M | Buy |
557,581
+13,457
| +2% | +$1.26M | 0.58% | 25 |
|
|
2024
Q1 | $51.5M | Buy |
544,124
+177,194
| +48% | +$16.8M | 0.58% | 23 |
|
|
2023
Q4 | $35.4M | Buy |
366,930
+35,957
| +11% | +$3.47M | 0.44% | 35 |
|
|
2023
Q3 | $30.3M | Buy |
330,973
+258,810
| +359% | +$23.7M | 0.42% | 41 |
|
|
2023
Q2 | $6.97M | Sell |
72,163
-63,665
| -47% | -$6.15M | 0.1% | 211 |
|
|
2023
Q1 | $13.5M | Buy |
135,828
+95,695
| +238% | +$9.49M | 0.2% | 113 |
|
|
2022
Q4 | $3.84M | Sell |
40,133
-2,524
| -6% | -$242K | 0.06% | 312 |
|
|
2022
Q3 | $4.09M | Buy |
42,657
+17,949
| +73% | +$1.72M | 0.07% | 269 |
|
|
2022
Q2 | $2.53M | Sell |
24,708
-10,472
| -30% | -$1.07M | 0.05% | 360 |
|
|
2022
Q1 | $3.78M | Buy |
+35,180
| New | +$3.78M | 0.06% | 310 |
|