AAS
Avantax Advisory Services’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 | $20.9M | Buy |
218,586
+62,961
| +40% | +$6.03M | 0.12% | 140 |
|
2025
Q1 | $14.8M | Sell |
155,625
-43,359
| -22% | -$4.14M | 0.09% | 170 |
|
2024
Q4 | $18.4M | Buy |
198,984
+15,646
| +9% | +$1.45M | 0.12% | 135 |
|
2024
Q3 | $18M | Buy |
183,338
+18,864
| +11% | +$1.85M | 0.12% | 133 |
|
2024
Q2 | $15.4M | Buy |
164,474
+20,414
| +14% | +$1.91M | 0.11% | 142 |
|
2024
Q1 | $13.6M | Buy |
144,060
+10,686
| +8% | +$1.01M | 0.12% | 129 |
|
2023
Q4 | $12.9M | Buy |
133,374
+19,200
| +17% | +$1.85M | 0.13% | 128 |
|
2023
Q3 | $10.5M | Sell |
114,174
-5,930
| -5% | -$543K | 0.12% | 137 |
|
2023
Q2 | $11.6M | Buy |
120,104
+30,788
| +34% | +$2.97M | 0.13% | 128 |
|
2023
Q1 | $8.85M | Buy |
89,316
+15,655
| +21% | +$1.55M | 0.11% | 148 |
|
2022
Q4 | $7.06M | Buy |
73,661
+51,383
| +231% | +$4.92M | 0.09% | 173 |
|
2022
Q3 | $2.14M | Buy |
22,278
+5,235
| +31% | +$502K | 0.03% | 359 |
|
2022
Q2 | $1.74M | Buy |
17,043
+826
| +5% | +$84.5K | 0.03% | 406 |
|
2022
Q1 | $1.74M | Buy |
16,217
+328
| +2% | +$35.3K | 0.02% | 410 |
|
2021
Q4 | $1.83M | Buy |
15,889
+1,182
| +8% | +$136K | 0.03% | 384 |
|
2021
Q3 | $1.7M | Sell |
14,707
-94
| -0.6% | -$10.9K | 0.03% | 374 |
|
2021
Q2 | $1.72M | Buy |
14,801
+6,469
| +78% | +$750K | 0.03% | 365 |
|
2021
Q1 | $942K | Sell |
8,332
-1,959
| -19% | -$221K | 0.02% | 443 |
|
2020
Q4 | $1.24M | Sell |
10,291
-23,493
| -70% | -$2.83M | 0.03% | 357 |
|
2020
Q3 | $4.11M | Buy |
33,784
+30,326
| +877% | +$3.69M | 0.07% | 231 |
|
2020
Q2 | $420K | Sell |
3,458
-237
| -6% | -$28.8K | 0.01% | 526 |
|
2020
Q1 | $448K | Buy |
3,695
+71
| +2% | +$8.61K | 0.01% | 460 |
|
2019
Q4 | $399K | Buy |
3,624
+997
| +38% | +$110K | 0.01% | 546 |
|
2019
Q3 | $294K | Buy |
+2,627
| New | +$294K | 0.01% | 434 |
|