Checchi Capital Advisers’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 | $1.17M | Sell |
12,216
-33,320
| -73% | -$3.19M | 0.07% | 189 |
|
|
2025
Q1 | $4.34M | Buy |
45,536
+33,972
| +294% | +$3.24M | 0.23% | 74 |
|
|
2024
Q4 | $1.07M | Buy |
11,564
+741
| +7% | +$68.5K | 0.06% | 186 |
|
|
2024
Q3 | $1.06M | Buy |
10,823
+650
| +6% | +$63.8K | 0.06% | 189 |
|
|
2024
Q2 | $953K | Sell |
10,173
-3,127
| -24% | -$293K | 0.05% | 192 |
|
|
2024
Q1 | $1.26M | Buy |
13,300
+5
| +0% | +$473 | 0.1% | 167 |
|
|
2023
Q4 | $1.28M | Buy |
13,295
+2,048
| +18% | +$197K | 0.1% | 157 |
|
|
2023
Q3 | $1.03M | Sell |
11,247
-4,012
| -26% | -$367K | 0.1% | 171 |
|
|
2023
Q2 | $1.47M | Buy |
15,259
+1,004
| +7% | +$97K | 0.13% | 130 |
|
|
2023
Q1 | $1.41M | Buy |
14,255
+893
| +7% | +$88.5K | 0.14% | 131 |
|
|
2022
Q4 | $1.28M | Buy |
13,362
+287
| +2% | +$27.5K | 0.13% | 134 |
|
|
2022
Q3 | $1.26M | Buy |
13,075
+5,338
| +69% | +$512K | 0.12% | 125 |
|
|
2022
Q2 | $814K | Sell |
7,737
-14,609
| -65% | -$1.54M | 0.07% | 188 |
|
|
2022
Q1 | $2.4M | Buy |
22,346
+13,813
| +162% | +$1.48M | 0.2% | 74 |
|
|
2021
Q4 | $981K | Buy |
8,533
+260
| +3% | +$29.9K | 0.09% | 151 |
|
|
2021
Q3 | $953K | Buy |
8,273
+260
| +3% | +$30K | 0.09% | 142 |
|
|
2021
Q2 | $925K | Buy |
8,013
+1,441
| +22% | +$166K | 0.09% | 150 |
|
|
2021
Q1 | $742K | Sell |
6,572
-65
| -1% | -$7.34K | 0.07% | 171 |
|
|
2020
Q4 | $796K | Sell |
6,637
-211
| -3% | -$25.3K | 0.08% | 151 |
|
|
2020
Q3 | $834K | Buy |
6,848
+442
| +7% | +$53.8K | 0.09% | 128 |
|
|
2020
Q2 | $781K | Sell |
6,406
-423
| -6% | -$51.6K | 0.09% | 133 |
|
|
2020
Q1 | $830K | Buy |
6,829
+921
| +16% | +$112K | 0.08% | 106 |
|
|
2019
Q4 | $651K | Buy |
5,908
+162
| +3% | +$17.9K | 0.09% | 153 |
|
|
2019
Q3 | $646K | Sell |
5,746
-101
| -2% | -$11.4K | 0.08% | 147 |
|
|
2019
Q2 | $643K | Buy |
5,847
+257
| +5% | +$28.3K | 0.08% | 150 |
|
|
2019
Q1 | $596K | Sell |
5,590
-2,203
| -28% | -$235K | 0.07% | 153 |
|
|
2018
Q4 | $812K | Buy |
7,793
+800
| +11% | +$83.4K | 0.1% | 106 |
|
|
2018
Q3 | $708K | Buy |
6,993
+459
| +7% | +$46.5K | 0.08% | 152 |
|
|
2018
Q2 | $670K | Buy |
6,534
+579
| +10% | +$59.4K | 0.08% | 142 |
|
|
2018
Q1 | $614K | Buy |
5,955
+7
| +0.1% | +$722 | 0.08% | 148 |
|
|
2017
Q4 | $628K | Buy |
5,948
+339
| +6% | +$35.8K | 0.08% | 153 |
|
|
2017
Q3 | $597K | Buy |
5,609
+98
| +2% | +$10.4K | 0.06% | 139 |
|
|
2017
Q2 | $588K | Sell |
5,511
-298
| -5% | -$31.8K | 0.06% | 142 |
|
|
2017
Q1 | $613K | Hold |
5,809
| – | – | 0.07% | 137 |
|
|
2016
Q4 | $609K | Sell |
5,809
-79
| -1% | -$8.28K | 0.08% | 135 |
|
|
2016
Q3 | $659K | Buy |
5,888
+334
| +6% | +$37.4K | 0.07% | 123 |
|
|
2016
Q2 | $627K | Buy |
5,554
+610
| +12% | +$68.9K | 0.07% | 118 |
|
|
2016
Q1 | $546K | Sell |
4,944
-97
| -2% | -$10.7K | 0.12% | 133 |
|
|
2015
Q4 | $532K | Sell |
5,041
-365
| -7% | -$38.5K | 0.13% | 134 |
|
|
2015
Q3 | $583K | Buy |
5,406
+298
| +6% | +$32.1K | 0.16% | 120 |
|
|
2015
Q2 | $536K | Buy |
5,108
+257
| +5% | +$27K | 0.14% | 134 |
|
|
2015
Q1 | $526K | Buy |
4,851
+781
| +19% | +$84.7K | 0.16% | 124 |
|
|
2014
Q4 | $431K | Buy |
4,070
+323
| +9% | +$34.2K | 0.16% | 131 |
|
|
2014
Q3 | $388K | Buy |
3,747
+304
| +9% | +$31.5K | 0.16% | 125 |
|
|
2014
Q2 | $357K | Buy |
3,443
+252
| +8% | +$26.1K | 0.16% | 115 |
|
|
2014
Q1 | $325K | Buy |
3,191
+352
| +12% | +$35.9K | 0.2% | 106 |
|
|
2013
Q4 | $282K | Buy |
+2,839
| New | +$282K | 0.22% | 95 |
|