CF
Clarity Financial’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 | $69.7M | Buy |
727,656
+2,599
| +0.4% | +$249K | 7.5% | 1 |
|
|
2025
Q1 | $69.1M | Buy |
725,057
+25,532
| +4% | +$2.43M | 7.95% | 1 |
|
|
2024
Q4 | $64.7M | Buy |
699,525
+31,991
| +5% | +$2.96M | 7.73% | 1 |
|
|
2024
Q3 | $65.5M | Buy |
667,534
+257,491
| +63% | +$25.3M | 7.6% | 1 |
|
|
2024
Q2 | $38.4M | Buy |
410,043
+10,747
| +3% | +$1.01M | 5.67% | 2 |
|
|
2024
Q1 | $37.8M | Buy |
399,296
+389,414
| +3,941% | +$36.9M | 5.72% | 2 |
|
|
2023
Q4 | $953K | Buy |
9,882
+640
| +7% | +$61.7K | 0.17% | 44 |
|
|
2023
Q3 | $846K | Buy |
9,242
+448
| +5% | +$41K | 0.14% | 55 |
|
|
2023
Q2 | $850K | Buy |
+8,794
| New | +$850K | 0.12% | 55 |
|
|
2023
Q1 | – | Sell |
-4,729
| Closed | -$453K | – | 59 |
|
|
2022
Q4 | $453K | Sell |
4,729
-206
| -4% | -$19.7K | 0.09% | 65 |
|
|
2022
Q3 | $474K | Sell |
4,935
-18
| -0.4% | -$1.73K | 0.11% | 56 |
|
|
2022
Q2 | $507K | Sell |
4,953
-218,390
| -98% | -$22.4M | 0.11% | 62 |
|
|
2022
Q1 | $24M | Sell |
223,343
-17,660
| -7% | -$1.9M | 4.86% | 4 |
|
|
2021
Q4 | $27.7M | Buy |
241,003
+69,070
| +40% | +$7.94M | 4.33% | 6 |
|
|
2021
Q3 | $19.8M | Buy |
+171,933
| New | +$19.8M | 3.22% | 5 |
|
|
2021
Q1 | – | Sell |
-147,563
| Closed | -$17.7M | – | 129 |
|
|
2020
Q4 | $17.7M | Buy |
+147,563
| New | +$17.7M | 4.23% | 4 |
|