BEI
Benjamin Edwards Inc’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 | $657K | Buy |
6,859
+3,513
| +105% | +$336K | 0.01% | 761 |
|
|
2025
Q1 | $319K | Buy |
+3,346
| New | +$319K | ﹤0.01% | 918 |
|
|
2023
Q1 | – | Sell |
-7,059
| Closed | -$676K | – | 728 |
|
|
2022
Q4 | $676K | Buy |
7,059
+881
| +14% | +$84.4K | 0.18% | 149 |
|
|
2022
Q3 | $593K | Buy |
6,178
+169
| +3% | +$16.2K | 0.18% | 150 |
|
|
2022
Q2 | $615K | Buy |
6,009
+1,271
| +27% | +$130K | 0.18% | 147 |
|
|
2022
Q1 | $509K | Sell |
4,738
-36,007
| -88% | -$3.87M | 0.15% | 162 |
|
|
2021
Q4 | $4.69M | Buy |
40,745
+23,953
| +143% | +$2.75M | 1.52% | 7 |
|
|
2021
Q3 | $1.94M | Buy |
16,792
+6,783
| +68% | +$782K | 1.18% | 10 |
|
|
2021
Q2 | $1.16M | Buy |
+10,009
| New | +$1.16M | 0.79% | 30 |
|
|
2020
Q4 | – | Sell |
-445
| Closed | -$54K | – | 377 |
|
|
2020
Q3 | $54K | Sell |
445
-13
| -3% | -$1.58K | 0.04% | 213 |
|
|
2020
Q2 | $56K | Buy |
458
+16
| +4% | +$1.96K | 0.05% | 191 |
|
|
2020
Q1 | $54K | Buy |
+442
| New | +$54K | 0.06% | 167 |
|
|
2019
Q4 | – | Sell |
-4,172
| Closed | -$469K | – | 292 |
|
|
2019
Q3 | $469K | Buy |
+4,172
| New | +$469K | 1.02% | 27 |
|