BA
Ballew 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 | $4.56M | Buy |
48,145
+9,558
| +25% | +$906K | 2.71% | 7 |
|
|
2025
Q1 | $3.61M | Buy |
38,587
+811
| +2% | +$75.8K | 2.42% | 7 |
|
|
2024
Q4 | $3.44M | Buy |
37,776
+10,410
| +38% | +$949K | 2.2% | 8 |
|
|
2024
Q3 | $2.62M | Buy |
27,366
+257
| +0.9% | +$24.6K | 1.76% | 9 |
|
|
2024
Q2 | $2.57M | Sell |
27,109
-1,432
| -5% | -$136K | 1.7% | 11 |
|
|
2024
Q1 | $2.63M | Buy |
28,541
+8,330
| +41% | +$767K | 1.81% | 11 |
|
|
2023
Q4 | $1.93M | Sell |
20,211
-25,756
| -56% | -$2.46M | 1.45% | 14 |
|
|
2023
Q3 | $4.16M | Buy |
45,967
+4,640
| +11% | +$420K | 3.42% | 5 |
|
|
2023
Q2 | $3.94M | Sell |
41,327
-50
| -0.1% | -$4.76K | 2.84% | 8 |
|
|
2023
Q1 | $4.03M | Sell |
41,377
-2,611
| -6% | -$254K | 2.94% | 7 |
|
|
2022
Q4 | $4.38M | Sell |
43,988
-366
| -0.8% | -$36.4K | 3.35% | 6 |
|
|
2022
Q3 | $4.2M | Sell |
44,354
-193
| -0.4% | -$18.3K | 3.77% | 4 |
|
|
2022
Q2 | $4.56M | Buy |
44,547
+104
| +0.2% | +$10.7K | 4.16% | 3 |
|
|
2022
Q1 | $4.64M | Buy |
44,443
+19,188
| +76% | +$2M | 3.54% | 6 |
|
|
2021
Q4 | $2.84M | Sell |
25,255
-15,394
| -38% | -$1.73M | 1.98% | 14 |
|
|
2021
Q3 | $4.65M | Buy |
40,649
+495
| +1% | +$56.6K | 3.42% | 5 |
|
|
2021
Q2 | $4.66M | Sell |
40,154
-30,322
| -43% | -$3.52M | 3.23% | 5 |
|
|
2021
Q1 | $7.99M | Buy |
70,476
+35,750
| +103% | +$4.05M | 2.94% | 6 |
|
|
2020
Q4 | $4.1M | Sell |
34,726
-15,189
| -30% | -$1.79M | 3.16% | 7 |
|
|
2020
Q3 | $6.04M | Buy |
49,915
+18,015
| +56% | +$2.18M | 5.12% | 3 |
|
|
2020
Q2 | $3.89M | Buy |
31,900
+8,616
| +37% | +$1.05M | 3.82% | 6 |
|
|
2020
Q1 | $2.83M | Buy |
23,284
+7,269
| +45% | +$883K | 3.19% | 6 |
|
|
2019
Q4 | $1.78M | Sell |
16,015
-710
| -4% | -$78.8K | 1.52% | 17 |
|
|
2019
Q3 | $1.9M | Buy |
16,725
+57
| +0.3% | +$6.48K | 1.73% | 15 |
|
|
2019
Q2 | $1.82M | Sell |
16,668
-7,961
| -32% | -$870K | 1.66% | 16 |
|
|
2019
Q1 | $2.6M | Buy |
24,629
+695
| +3% | +$73.5K | 2.4% | 11 |
|
|
2018
Q4 | $2.5M | Buy |
23,934
+11,113
| +87% | +$1.16M | 2.35% | 13 |
|
|
2018
Q3 | $1.3M | Sell |
12,821
-741
| -5% | -$75K | 1.19% | 21 |
|
|
2018
Q2 | $1.39M | Sell |
13,562
-150
| -1% | -$15.4K | 1.57% | 14 |
|
|
2018
Q1 | $1.42M | Buy |
13,712
+337
| +3% | +$34.8K | 1.24% | 23 |
|
|
2017
Q4 | $1.41M | Buy |
+13,375
| New | +$1.41M | 1.4% | 18 |
|