ACP
Aveo Capital Partners’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 | – | Sell |
-182,855
| Closed | -$17.4M | – | 75 |
|
|
2025
Q1 | $17.4M | Buy |
182,855
+80,138
| +78% | +$7.61M | 2.89% | 9 |
|
|
2024
Q4 | $9.5M | Sell |
102,717
-261,519
| -72% | -$24.2M | 1.04% | 24 |
|
|
2024
Q3 | $35.7M | Buy |
364,236
+242,346
| +199% | +$23.8M | 3.8% | 3 |
|
|
2024
Q2 | $11.4M | Buy |
121,890
+14,116
| +13% | +$1.32M | 1.29% | 19 |
|
|
2024
Q1 | $9.96M | Sell |
107,774
-57,456
| -35% | -$5.31M | 1.09% | 22 |
|
|
2023
Q4 | $15.9M | Buy |
165,230
+61,940
| +60% | +$5.97M | 1.92% | 8 |
|
|
2023
Q3 | $9.46M | Sell |
103,290
-60,455
| -37% | -$5.54M | 1.24% | 15 |
|
|
2023
Q2 | $15.8M | Sell |
163,745
-118,179
| -42% | -$11.4M | 2.01% | 7 |
|
|
2023
Q1 | $27.9M | Buy |
281,924
+136,840
| +94% | +$13.6M | 3.73% | 2 |
|
|
2022
Q4 | $13.9M | Sell |
145,084
-10,646
| -7% | -$1.02M | 2.09% | 7 |
|
|
2022
Q3 | $14.9M | Buy |
155,730
+18,179
| +13% | +$1.75M | 2.58% | 5 |
|
|
2022
Q2 | $14.1M | Buy |
137,551
+47,618
| +53% | +$4.87M | 2.31% | 7 |
|
|
2022
Q1 | $9.67M | Sell |
89,933
-217
| -0.2% | -$23.3K | 1.7% | 9 |
|
|
2021
Q4 | $10.4M | Sell |
90,150
-7,738
| -8% | -$890K | 1.86% | 6 |
|
|
2021
Q3 | $11.3M | Buy |
97,888
+23,033
| +31% | +$2.65M | 2.35% | 7 |
|
|
2021
Q2 | $8.65M | Buy |
74,855
+17,449
| +30% | +$2.02M | 1.91% | 7 |
|
|
2021
Q1 | $6.48M | Buy |
57,406
+42,022
| +273% | +$4.75M | 1.63% | 10 |
|
|
2020
Q4 | $1.85M | Sell |
15,384
-78,801
| -84% | -$9.45M | 2.85% | 8 |
|
|
2020
Q3 | $11.5M | Buy |
94,185
+89,337
| +1,843% | +$10.9M | 4.13% | 4 |
|
|
2020
Q2 | $591K | Sell |
4,848
-107,944
| -96% | -$13.2M | 1.19% | 21 |
|
|
2020
Q1 | $13.7M | Buy |
112,792
+49,091
| +77% | +$5.96M | 6.66% | 3 |
|
|
2019
Q4 | $7.02M | Sell |
63,701
-5,716
| -8% | -$630K | 2.78% | 5 |
|
|
2019
Q3 | $7.74M | Sell |
69,417
-3,393
| -5% | -$379K | 3.2% | 4 |
|
|
2019
Q2 | $7.98M | Sell |
72,810
-987
| -1% | -$108K | 3.47% | 3 |
|
|
2019
Q1 | $7.87M | Buy |
73,797
+4,016
| +6% | +$428K | 3.64% | 4 |
|
|
2018
Q4 | $7.27M | Buy |
69,781
+12,291
| +21% | +$1.28M | 3.63% | 4 |
|
|
2018
Q3 | $5.76M | Sell |
57,490
-4,292
| -7% | -$430K | 2.57% | 5 |
|
|
2018
Q2 | $6.33M | Sell |
61,782
-7,601
| -11% | -$779K | 2.79% | 4 |
|
|
2018
Q1 | $7.16M | Sell |
69,383
-8,914
| -11% | -$920K | 2.99% | 4 |
|
|
2017
Q4 | $8.27M | Sell |
78,297
-1,643
| -2% | -$173K | 2.75% | 6 |
|
|
2017
Q3 | $8.52M | Sell |
79,940
-1,299
| -2% | -$138K | 2.94% | 6 |
|
|
2017
Q2 | $8.66M | Buy |
81,239
+1,405
| +2% | +$150K | 3.05% | 6 |
|
|
2017
Q1 | $8.43M | Sell |
79,834
-276,960
| -78% | -$29.2M | 3.09% | 6 |
|
|
2016
Q4 | $37.4M | Buy |
+356,794
| New | +$37.4M | 10.66% | 2 |
|