Avalon Advisory Group’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 | $78.8M | Buy |
822,589
+33,892
| +4% | +$3.25M | 33.84% | 2 |
|
|
2025
Q1 | $75.2M | Sell |
788,697
-7,335
| -0.9% | -$700K | 35.44% | 2 |
|
|
2024
Q4 | $73.6M | Buy |
796,032
+26,183
| +3% | +$2.42M | 33.6% | 2 |
|
|
2024
Q3 | $75.5M | Buy |
769,849
+16,006
| +2% | +$1.57M | 34.24% | 2 |
|
|
2024
Q2 | $70.6M | Buy |
753,843
+43,197
| +6% | +$4.05M | 33.63% | 2 |
|
|
2024
Q1 | $67.3M | Buy |
710,646
+36,500
| +5% | +$3.46M | 32.57% | 2 |
|
|
2023
Q4 | $65M | Buy |
674,146
+25,347
| +4% | +$2.44M | 33.9% | 2 |
|
|
2023
Q3 | $59.4M | Buy |
648,799
+13,172
| +2% | +$1.21M | 34.95% | 2 |
|
|
2023
Q2 | $61.4M | Buy |
635,627
+13,355
| +2% | +$1.29M | 34.93% | 2 |
|
|
2023
Q1 | $61.7M | Buy |
622,272
+52,407
| +9% | +$5.19M | 36.7% | 2 |
|
|
2022
Q4 | $54.6M | Sell |
569,865
-43,565
| -7% | -$4.17M | 35.22% | 2 |
|
|
2022
Q3 | $58.9M | Sell |
613,430
-43,161
| -7% | -$4.14M | 36.88% | 2 |
|
|
2022
Q2 | $67.2M | Buy |
656,591
+22,126
| +3% | +$2.26M | 39.86% | 2 |
|
|
2022
Q1 | $68.2M | Buy |
634,465
+13,564
| +2% | +$1.46M | 35.86% | 2 |
|
|
2021
Q4 | $71.4M | Sell |
620,901
-58,066
| -9% | -$6.68M | 35.23% | 2 |
|
|
2021
Q3 | $78.2M | Buy |
678,967
+31,460
| +5% | +$3.62M | 35.27% | 2 |
|
|
2021
Q2 | $74.8M | Buy |
647,507
+31,264
| +5% | +$3.61M | 34.52% | 2 |
|
|
2021
Q1 | $69.6M | Buy |
616,243
+46,074
| +8% | +$5.2M | 34.07% | 2 |
|
|
2020
Q4 | $68.4M | Buy |
570,169
+28,459
| +5% | +$3.41M | 34.13% | 2 |
|
|
2020
Q3 | $66M | Buy |
541,710
+34,046
| +7% | +$4.15M | 35.44% | 2 |
|
|
2020
Q2 | $61.9M | Buy |
507,664
+50,600
| +11% | +$6.17M | 34.97% | 2 |
|
|
2020
Q1 | $55.5M | Sell |
457,064
-9,417
| -2% | -$1.14M | 35.34% | 2 |
|
|
2019
Q4 | $51.4M | Buy |
+466,481
| New | +$51.4M | 32.61% | 2 |
|