Ballast Advisors’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $136K | Buy |
1,424
+664
| +87% | +$63.6K | 0.04% | 123 |
|
|
2025
Q1 | $72.5K | Sell |
760
-408
| -35% | -$38.9K | 0.02% | 133 |
|
|
2024
Q4 | $108K | Sell |
1,168
-102
| -8% | -$9.43K | 0.03% | 121 |
|
|
2024
Q3 | $125K | Sell |
1,270
-41
| -3% | -$4.02K | 0.04% | 125 |
|
|
2024
Q2 | $123K | Sell |
1,311
-220
| -14% | -$20.6K | 0.04% | 127 |
|
|
2024
Q1 | $145K | Sell |
1,531
-193
| -11% | -$18.3K | 0.05% | 125 |
|
|
2023
Q4 | $166K | Sell |
1,724
-529
| -23% | -$51K | 0.06% | 116 |
|
|
2023
Q3 | $206K | Sell |
2,253
-1,595
| -41% | -$146K | 0.08% | 109 |
|
|
2023
Q2 | $372K | Sell |
3,848
-29
| -0.7% | -$2.8K | 0.14% | 80 |
|
|
2023
Q1 | $384K | Sell |
3,877
-224
| -5% | -$22.2K | 0.15% | 70 |
|
|
2022
Q4 | $393K | Sell |
4,101
-273
| -6% | -$26.1K | 0.17% | 64 |
|
|
2022
Q3 | $420K | Sell |
4,374
-183
| -4% | -$17.6K | 0.2% | 56 |
|
|
2022
Q2 | $466K | Sell |
4,557
-16
| -0.3% | -$1.64K | 0.21% | 58 |
|
|
2022
Q1 | $491K | Buy |
4,573
+722
| +19% | +$77.5K | 0.19% | 60 |
|
|
2021
Q4 | $443K | Hold |
3,851
| – | – | 0.17% | 65 |
|
|
2021
Q3 | $444K | Buy |
3,851
+896
| +30% | +$103K | 0.18% | 57 |
|
|
2021
Q2 | $341K | Hold |
2,955
| – | – | 0.14% | 74 |
|
|
2021
Q1 | $334K | Sell |
2,955
-66
| -2% | -$7.46K | 0.15% | 74 |
|
|
2020
Q4 | $362K | Sell |
3,021
-534
| -15% | -$64K | 0.19% | 64 |
|
|
2020
Q3 | $433K | Buy |
3,555
+2,652
| +294% | +$323K | 0.27% | 50 |
|
|
2020
Q2 | $110K | Hold |
903
| – | – | 0.08% | 102 |
|
|
2020
Q1 | $110K | Hold |
903
| – | – | 0.1% | 92 |
|
|
2019
Q4 | $100K | Buy |
+903
| New | +$100K | 0.07% | 110 |
|