B. Riley Wealth Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Buy |
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|
2024
Q4 | $938K | Sell |
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|
2024
Q3 | $3.58M | Buy |
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|
2024
Q2 | $504K | Buy |
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|
2024
Q1 | $446K | Sell |
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|
2023
Q4 | $2.01M | Buy |
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|
2023
Q3 | $446K | Sell |
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|
2023
Q2 | $1.83M | Sell |
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|
2023
Q1 | $2.82M | Buy |
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|
2022
Q4 | $870K | Buy |
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|
2022
Q3 | $668K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $2.42M | Buy |
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|
2021
Q4 | $1.23M | Buy |
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|
2021
Q3 | $335K | Buy |
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|
2021
Q2 | $308K | Sell |
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|
2021
Q1 | $375K | Sell |
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|
2020
Q4 | $484K | Sell |
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|
2020
Q3 | $994K | Sell |
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|
2020
Q2 | $7.69M | Buy |
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|
2020
Q1 | $1.29M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $382K | Sell |
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|
2019
Q2 | $3.42M | Buy |
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|
2019
Q1 | $353K | Sell |
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|
2018
Q4 | $754K | Buy |
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|
2018
Q3 | $236K | Sell |
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|
2018
Q2 | $335K | Sell |
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|
2018
Q1 | $340K | Buy |
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|
2017
Q4 | $232K | Sell |
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|
2017
Q3 | $278K | Buy |
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|
2017
Q2 | $268K | Sell |
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|
2017
Q1 | $457K | Buy |
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|
2015
Q1 | – | Sell |
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|
2014
Q4 | $1.42K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $2.28M | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $251K | Sell |
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|
2013
Q3 | $269K | Sell |
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|
2013
Q2 | $529K | Buy |
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