Clearstead Advisors’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 | $1.05M | Buy |
10,934
+867
| +9% | +$83K | 0.01% | 427 |
|
|
2025
Q1 | $960K | Buy |
10,067
+1,288
| +15% | +$123K | 0.01% | 419 |
|
|
2024
Q4 | $812K | Buy |
8,779
+352
| +4% | +$32.5K | 0.01% | 459 |
|
|
2024
Q3 | $827K | Buy |
8,427
+18
| +0.2% | +$1.77K | 0.01% | 455 |
|
|
2024
Q2 | $787K | Buy |
8,409
+7,084
| +535% | +$663K | 0.01% | 442 |
|
|
2024
Q1 | $123K | Buy |
1,325
+1,128
| +573% | +$105K | 0.01% | 562 |
|
|
2023
Q4 | $19K | Sell |
197
-798
| -80% | -$77K | ﹤0.01% | 949 |
|
|
2023
Q3 | $91.1K | Buy |
+995
| New | +$91.1K | ﹤0.01% | 750 |
|
|
2022
Q1 | – | Sell |
-4,959
| Closed | -$570K | – | 1414 |
|
|
2021
Q4 | $570K | Sell |
4,959
-285
| -5% | -$32.8K | 0.04% | 242 |
|
|
2021
Q3 | $604K | Hold |
5,244
| – | – | 0.05% | 220 |
|
|
2021
Q2 | $606K | Sell |
5,244
-735
| -12% | -$84.9K | 0.05% | 205 |
|
|
2021
Q1 | $675K | Sell |
5,979
-977
| -14% | -$110K | 0.06% | 193 |
|
|
2020
Q4 | $834K | Sell |
6,956
-32,537
| -82% | -$3.9M | 0.08% | 164 |
|
|
2020
Q3 | $4.81M | Sell |
39,493
-46,313
| -54% | -$5.64M | 0.52% | 43 |
|
|
2020
Q2 | $10.5M | Sell |
85,806
-20,237
| -19% | -$2.47M | 1.21% | 16 |
|
|
2020
Q1 | $12.9M | Buy |
106,043
+7,190
| +7% | +$873K | 1.88% | 13 |
|
|
2019
Q4 | $10.9M | Sell |
98,853
-3,652
| -4% | -$403K | 1.32% | 16 |
|
|
2019
Q3 | $11.5M | Buy |
102,505
+29,338
| +40% | +$3.3M | 1.54% | 15 |
|
|
2019
Q2 | $8.05M | Buy |
+73,167
| New | +$8.05M | 1.07% | 18 |
|