Creative Planning’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 | $27.6M | Sell |
287,839
-7,252
| -2% | -$695K | 0.02% | 272 |
|
|
2025
Q1 | $28.1M | Sell |
295,091
-23,705
| -7% | -$2.26M | 0.03% | 249 |
|
|
2024
Q4 | $29.5M | Buy |
318,796
+268,570
| +535% | +$24.8M | 0.03% | 225 |
|
|
2024
Q3 | $4.93M | Sell |
50,226
-5,974
| -11% | -$586K | ﹤0.01% | 642 |
|
|
2024
Q2 | $5.26M | Sell |
56,200
-7,584
| -12% | -$710K | 0.01% | 597 |
|
|
2024
Q1 | $6.04M | Buy |
63,784
+26,605
| +72% | +$2.52M | 0.01% | 550 |
|
|
2023
Q4 | $3.58M | Sell |
37,179
-211
| -0.6% | -$20.3K | 0.01% | 670 |
|
|
2023
Q3 | $3.42M | Buy |
37,390
+5,430
| +17% | +$497K | ﹤0.01% | 644 |
|
|
2023
Q2 | $3.09M | Sell |
31,960
-11,081
| -26% | -$1.07M | ﹤0.01% | 660 |
|
|
2023
Q1 | $4.27M | Buy |
43,041
+21,437
| +99% | +$2.12M | 0.01% | 545 |
|
|
2022
Q4 | $2.07M | Sell |
21,604
-20,840
| -49% | -$2M | ﹤0.01% | 733 |
|
|
2022
Q3 | $4.07M | Buy |
42,444
+21,651
| +104% | +$2.08M | 0.01% | 485 |
|
|
2022
Q2 | $2.13M | Sell |
20,793
-16,243
| -44% | -$1.66M | ﹤0.01% | 696 |
|
|
2022
Q1 | $3.98M | Sell |
37,036
-6,160
| -14% | -$662K | 0.01% | 510 |
|
|
2021
Q4 | $4.97M | Sell |
43,196
-2,739
| -6% | -$315K | 0.01% | 421 |
|
|
2021
Q3 | $5.29M | Sell |
45,935
-1,610
| -3% | -$186K | 0.01% | 401 |
|
|
2021
Q2 | $5.49M | Sell |
47,545
-7,360
| -13% | -$850K | 0.01% | 386 |
|
|
2021
Q1 | $6.2M | Sell |
54,905
-21,057
| -28% | -$2.38M | 0.01% | 357 |
|
|
2020
Q4 | $9.11M | Buy |
75,962
+27,880
| +58% | +$3.34M | 0.02% | 270 |
|
|
2020
Q3 | $5.86M | Buy |
48,082
+1,797
| +4% | +$219K | 0.02% | 283 |
|
|
2020
Q2 | $5.64M | Sell |
46,285
-2,312
| -5% | -$282K | 0.02% | 268 |
|
|
2020
Q1 | $5.9M | Sell |
48,597
-1,351
| -3% | -$164K | 0.02% | 234 |
|
|
2019
Q4 | $5.51M | Buy |
49,948
+530
| +1% | +$58.4K | 0.02% | 278 |
|
|
2019
Q3 | $5.56M | Buy |
49,418
+3,415
| +7% | +$384K | 0.02% | 266 |
|
|
2019
Q2 | $5.06M | Buy |
46,003
+15,942
| +53% | +$1.75M | 0.02% | 285 |
|
|
2019
Q1 | $3.21M | Buy |
30,061
+5,685
| +23% | +$606K | 0.01% | 353 |
|
|
2018
Q4 | $2.54M | Buy |
24,376
+369
| +2% | +$38.5K | 0.01% | 371 |
|
|
2018
Q3 | $2.43M | Sell |
24,007
-3,168
| -12% | -$321K | 0.01% | 426 |
|
|
2018
Q2 | $2.79M | Sell |
27,175
-549
| -2% | -$56.3K | 0.01% | 389 |
|
|
2018
Q1 | $2.86M | Sell |
27,724
-280
| -1% | -$28.9K | 0.01% | 378 |
|
|
2017
Q4 | $2.96M | Sell |
28,004
-6,101
| -18% | -$644K | 0.01% | 355 |
|
|
2017
Q3 | $3.63M | Sell |
34,105
-6,268
| -16% | -$668K | 0.02% | 301 |
|
|
2017
Q2 | $4.3M | Sell |
40,373
-12,619
| -24% | -$1.35M | 0.02% | 251 |
|
|
2017
Q1 | $5.6M | Sell |
52,992
-12,239
| -19% | -$1.29M | 0.03% | 195 |
|
|
2016
Q4 | $6.84M | Sell |
65,231
-61,507
| -49% | -$6.45M | 0.04% | 170 |
|
|
2016
Q3 | $14.2M | Buy |
126,738
+119,770
| +1,719% | +$13.4M | 0.09% | 101 |
|
|
2016
Q2 | $787K | Buy |
6,968
+765
| +12% | +$86.4K | 0.01% | 589 |
|
|
2016
Q1 | $684K | Sell |
6,203
-5,806
| -48% | -$640K | 0.01% | 625 |
|
|
2015
Q4 | $1.27M | Buy |
12,009
+3,399
| +39% | +$359K | 0.01% | 430 |
|
|
2015
Q3 | $929K | Buy |
+8,610
| New | +$929K | 0.01% | 501 |
|
|
2015
Q2 | – | Sell |
-7,232
| Closed | -$784K | – | 1883 |
|
|
2015
Q1 | $784K | Buy |
7,232
+385
| +6% | +$41.7K | 0.01% | 550 |
|
|
2014
Q4 | $726K | Buy |
6,847
+393
| +6% | +$41.7K | 0.01% | 549 |
|
|
2014
Q3 | $669K | Sell |
6,454
-458
| -7% | -$47.5K | 0.01% | 552 |
|
|
2014
Q2 | $716K | Buy |
6,912
+580
| +9% | +$60.1K | 0.01% | 506 |
|
|
2014
Q1 | $644K | Buy |
6,332
+75
| +1% | +$7.63K | 0.01% | 522 |
|
|
2013
Q4 | $621K | Sell |
6,257
-1,080
| -15% | -$107K | 0.01% | 456 |
|
|
2013
Q3 | $749K | Sell |
7,337
-1,452
| -17% | -$148K | 0.01% | 331 |
|
|
2013
Q2 | $901K | Buy |
+8,789
| New | +$901K | 0.02% | 256 |
|