Crewe 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 | $54.6K | Hold |
570
| – | – | 0.01% | 285 |
|
|
2025
Q1 | $54.4K | Hold |
570
| – | – | 0.01% | 260 |
|
|
2024
Q4 | $52.7K | Hold |
570
| – | – | 0.01% | 275 |
|
|
2024
Q3 | $55.9K | Hold |
570
| – | – | 0.01% | 286 |
|
|
2024
Q2 | $53.4K | Sell |
570
-11
| -2% | -$1.03K | 0.01% | 358 |
|
|
2024
Q1 | $55K | Buy |
581
+11
| +2% | +$1.04K | 0.01% | 354 |
|
|
2023
Q4 | $54.9K | Buy |
+570
| New | +$54.9K | 0.01% | 123 |
|
|
2023
Q1 | – | Sell |
-16
| Closed | -$1.53K | – | 930 |
|
|
2022
Q4 | $1.53K | Sell |
16
-1,291
| -99% | -$124K | ﹤0.01% | 873 |
|
|
2022
Q3 | $125K | Buy |
+1,307
| New | +$125K | 0.02% | 198 |
|
|
2021
Q1 | – | Sell |
-27
| Closed | -$3K | – | 470 |
|
|
2020
Q4 | $3K | Hold |
27
| – | – | ﹤0.01% | 384 |
|
|
2020
Q3 | $3K | Hold |
27
| – | – | ﹤0.01% | 441 |
|
|
2020
Q2 | $3K | Hold |
27
| – | – | ﹤0.01% | 196 |
|
|
2020
Q1 | $3K | Hold |
27
| – | – | ﹤0.01% | 162 |
|
|
2019
Q4 | $3K | Hold |
27
| – | – | ﹤0.01% | 218 |
|
|
2019
Q3 | $3K | Hold |
27
| – | – | ﹤0.01% | 203 |
|
|
2019
Q2 | $3K | Hold |
27
| – | – | ﹤0.01% | 255 |
|
|
2019
Q1 | $3K | Hold |
27
| – | – | ﹤0.01% | 209 |
|
|
2018
Q4 | $3K | Hold |
27
| – | – | ﹤0.01% | 210 |
|
|
2018
Q3 | $3K | Hold |
27
| – | – | ﹤0.01% | 222 |
|
|
2018
Q2 | $3K | Hold |
27
| – | – | ﹤0.01% | 238 |
|
|
2018
Q1 | $3K | Hold |
27
| – | – | ﹤0.01% | 249 |
|
|
2017
Q4 | $3K | Buy |
+27
| New | +$3K | ﹤0.01% | 249 |
|