BAM
Belpointe Asset Management’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 | $3.07M | Sell |
32,051
-2,533
| -7% | -$243K | 0.13% | 141 |
|
|
2025
Q1 | $3.3M | Buy |
34,584
+3,854
| +13% | +$367K | 0.17% | 111 |
|
|
2024
Q4 | $2.98M | Sell |
30,730
-3,106
| -9% | -$301K | 0.18% | 117 |
|
|
2024
Q3 | $3.32M | Buy |
33,836
+6,637
| +24% | +$651K | 0.2% | 98 |
|
|
2024
Q2 | $2.55M | Sell |
27,199
-1,684
| -6% | -$158K | 0.18% | 112 |
|
|
2024
Q1 | $2.73M | Buy |
28,883
+1,020
| +4% | +$96.6K | 0.2% | 109 |
|
|
2023
Q4 | $2.69M | Buy |
27,863
+1,369
| +5% | +$132K | 0.24% | 79 |
|
|
2023
Q3 | $2.43M | Sell |
26,494
-14,906
| -36% | -$1.37M | 0.25% | 73 |
|
|
2023
Q2 | $4M | Sell |
41,400
-9,495
| -19% | -$917K | 0.42% | 44 |
|
|
2023
Q1 | $5.04M | Buy |
50,895
+19,625
| +63% | +$1.95M | 0.27% | 58 |
|
|
2022
Q4 | $2.99M | Buy |
31,270
+289
| +0.9% | +$27.7K | 0.18% | 103 |
|
|
2022
Q3 | $2.97M | Buy |
30,981
+3,559
| +13% | +$342K | 0.2% | 95 |
|
|
2022
Q2 | $2.81M | Sell |
27,422
-4,799
| -15% | -$491K | 0.19% | 114 |
|
|
2022
Q1 | $3.46M | Sell |
32,221
-14,129
| -30% | -$1.52M | 0.21% | 89 |
|
|
2021
Q4 | $5.33M | Buy |
46,350
+9,009
| +24% | +$1.04M | 0.33% | 57 |
|
|
2021
Q3 | $4.3M | Sell |
37,341
-5,418
| -13% | -$624K | 0.29% | 65 |
|
|
2021
Q2 | $4.94M | Buy |
42,759
+5,362
| +14% | +$619K | 0.36% | 51 |
|
|
2021
Q1 | $4.22M | Sell |
37,397
-2,192
| -6% | -$248K | 0.36% | 52 |
|
|
2020
Q4 | $4.75M | Sell |
39,589
-23,894
| -38% | -$2.87M | 0.43% | 44 |
|
|
2020
Q3 | $7.73M | Buy |
63,483
+8,575
| +16% | +$1.04M | 0.86% | 16 |
|
|
2020
Q2 | $6.69M | Buy |
54,908
+1,923
| +4% | +$234K | 0.87% | 16 |
|
|
2020
Q1 | $6.44M | Buy |
52,985
+2,359
| +5% | +$287K | 1.13% | 11 |
|
|
2019
Q4 | $5.58M | Buy |
50,626
+3,766
| +8% | +$415K | 0.71% | 21 |
|
|
2019
Q3 | $5.27M | Sell |
46,860
-6,331
| -12% | -$712K | 0.85% | 17 |
|
|
2019
Q2 | $5.85M | Buy |
+53,191
| New | +$5.85M | 1.15% | 12 |
|
|
2019
Q1 | – | Sell |
-17,438
| Closed | -$1.82M | – | 487 |
|
|
2018
Q4 | $1.82M | Buy |
17,438
+5,080
| +41% | +$529K | 0.46% | 39 |
|
|
2018
Q3 | $1.25M | Buy |
12,358
+9,878
| +398% | +$999K | 0.2% | 99 |
|
|
2018
Q2 | $254K | Buy |
+2,480
| New | +$254K | 0.07% | 290 |
|
|
2017
Q4 | – | Sell |
-3,442
| Closed | -$367K | – | 478 |
|
|
2017
Q3 | $367K | Buy |
+3,442
| New | +$367K | 0.09% | 277 |
|