BRWA
B. Riley Wealth Advisors’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 | $227K | Buy |
+2,375
| New | +$227K | 0.01% | 807 |
|
|
2024
Q4 | $938K | Sell |
10,144
-26,392
| -72% | -$2.44M | 0.03% | 469 |
|
|
2024
Q3 | $3.58M | Buy |
36,536
+31,155
| +579% | +$3.05M | 0.1% | 202 |
|
|
2024
Q2 | $504K | Buy |
5,381
+514
| +11% | +$48.1K | 0.01% | 811 |
|
|
2024
Q1 | $446K | Sell |
4,867
-15,979
| -77% | -$1.46M | 0.01% | 847 |
|
|
2023
Q4 | $2.01M | Buy |
20,846
+15,979
| +328% | +$1.54M | 0.05% | 357 |
|
|
2023
Q3 | $446K | Sell |
4,867
-14,116
| -74% | -$1.29M | 0.01% | 847 |
|
|
2023
Q2 | $1.83M | Sell |
18,983
-9,500
| -33% | -$918K | 0.04% | 390 |
|
|
2023
Q1 | $2.82M | Buy |
28,483
+19,395
| +213% | +$1.92M | 0.08% | 263 |
|
|
2022
Q4 | $870K | Buy |
9,088
+2,133
| +31% | +$204K | 0.02% | 583 |
|
|
2022
Q3 | $668K | Buy |
+6,955
| New | +$668K | 0.02% | 654 |
|
|
2022
Q2 | – | Sell |
-22,554
| Closed | -$2.42M | – | 1300 |
|
|
2022
Q1 | $2.42M | Buy |
22,554
+11,827
| +110% | +$1.27M | 0.08% | 260 |
|
|
2021
Q4 | $1.23M | Buy |
10,727
+7,827
| +270% | +$900K | 0.04% | 465 |
|
|
2021
Q3 | $335K | Buy |
2,900
+235
| +9% | +$27.1K | 0.01% | 986 |
|
|
2021
Q2 | $308K | Sell |
2,665
-656
| -20% | -$75.8K | 0.01% | 1010 |
|
|
2021
Q1 | $375K | Sell |
3,321
-710
| -18% | -$80.2K | 0.01% | 875 |
|
|
2020
Q4 | $484K | Sell |
4,031
-4,123
| -51% | -$495K | 0.03% | 546 |
|
|
2020
Q3 | $994K | Sell |
8,154
-54,925
| -87% | -$6.7M | 0.05% | 308 |
|
|
2020
Q2 | $7.69M | Buy |
63,079
+52,433
| +493% | +$6.39M | 0.51% | 42 |
|
|
2020
Q1 | $1.29M | Buy |
+10,646
| New | +$1.29M | 0.11% | 191 |
|
|
2019
Q4 | – | Sell |
-3,392
| Closed | -$382K | – | 874 |
|
|
2019
Q3 | $382K | Sell |
3,392
-27,654
| -89% | -$3.11M | 0.04% | 501 |
|
|
2019
Q2 | $3.42M | Buy |
31,046
+27,742
| +840% | +$3.05M | 0.37% | 55 |
|
|
2019
Q1 | $353K | Sell |
3,304
-3,927
| -54% | -$420K | 0.04% | 438 |
|
|
2018
Q4 | $754K | Buy |
7,231
+4,904
| +211% | +$511K | 0.11% | 207 |
|
|
2018
Q3 | $236K | Sell |
2,327
-939
| -29% | -$95.2K | 0.03% | 585 |
|
|
2018
Q2 | $335K | Sell |
3,266
-27
| -0.8% | -$2.77K | 0.04% | 422 |
|
|
2018
Q1 | $340K | Buy |
3,293
+1,096
| +50% | +$113K | 0.05% | 415 |
|
|
2017
Q4 | $232K | Sell |
2,197
-413
| -16% | -$43.6K | 0.03% | 536 |
|
|
2017
Q3 | $278K | Buy |
2,610
+108
| +4% | +$11.5K | 0.05% | 400 |
|
|
2017
Q2 | $268K | Sell |
2,502
-1,824
| -42% | -$195K | 0.05% | 397 |
|
|
2017
Q1 | $457K | Buy |
+4,326
| New | +$457K | 0.09% | 249 |
|
|
2015
Q1 | – | Sell |
-13,422
| Closed | -$1.42K | – | 1226 |
|
|
2014
Q4 | $1.42K | Buy |
+13,422
| New | +$1.42K | 0.03% | 653 |
|
|
2014
Q3 | – | Sell |
-41,990
| Closed | -$2.28M | – | 1227 |
|
|
2014
Q2 | $2.28M | Buy |
+41,990
| New | +$2.28M | 0.53% | 27 |
|
|
2014
Q1 | – | Sell |
-2,526
| Closed | -$251K | – | 770 |
|
|
2013
Q4 | $251K | Sell |
2,526
-110
| -4% | -$10.9K | 0.08% | 285 |
|
|
2013
Q3 | $269K | Sell |
2,636
-2,522
| -49% | -$257K | 0.09% | 247 |
|
|
2013
Q2 | $529K | Buy |
+5,158
| New | +$529K | 0.18% | 143 |
|