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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