DRS
Deane Retirement Strategies’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 | – | Sell |
-157,879
| Closed | -$15.1M | – | 68 |
|
|
2025
Q1 | $15.1M | Buy |
157,879
+56,277
| +55% | +$5.37M | 7.17% | 2 |
|
|
2024
Q4 | $9.39M | Buy |
+101,602
| New | +$9.39M | 4.72% | 7 |
|
|
2023
Q3 | – | Sell |
-75,036
| Closed | -$7.25M | – | 64 |
|
|
2023
Q2 | $7.25M | Buy |
+75,036
| New | +$7.25M | 3.97% | 8 |
|
|
2020
Q3 | – | Sell |
-163,636
| Closed | -$19.9M | – | 67 |
|
|
2020
Q2 | $19.9M | Sell |
163,636
-2,985
| -2% | -$364K | 14.55% | 2 |
|
|
2020
Q1 | $20.2M | Buy |
166,621
+96,070
| +136% | +$11.7M | 14.99% | 1 |
|
|
2019
Q4 | $7.78M | Sell |
70,551
-2,355
| -3% | -$260K | 5.32% | 3 |
|
|
2019
Q3 | $8.2M | Buy |
72,906
+2,811
| +4% | +$316K | 5.85% | 4 |
|
|
2019
Q2 | $7.71M | Buy |
70,095
+4,675
| +7% | +$514K | 6.58% | 3 |
|
|
2019
Q1 | $6.98M | Sell |
65,420
-1,124
| -2% | -$120K | 6.09% | 5 |
|
|
2018
Q4 | $6.93M | Sell |
66,544
-64,727
| -49% | -$6.74M | 6.3% | 5 |
|
|
2018
Q3 | $13.3M | Buy |
131,271
+131,264
| +1,875,200% | +$13.3M | 12% | 2 |
|
|
2018
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 64 |
|
|
2018
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 60 |
|
|
2017
Q4 | $1K | Sell |
7
-72,993
| -100% | -$10.4M | ﹤0.01% | 62 |
|
|
2017
Q3 | $7.78M | Sell |
73,000
-25,674
| -26% | -$2.73M | 7.5% | 4 |
|
|
2017
Q2 | $10.5M | Buy |
98,674
+56,491
| +134% | +$6.02M | 8.43% | 4 |
|
|
2017
Q1 | $4.45M | Sell |
42,183
-4,150
| -9% | -$438K | 3.7% | 6 |
|
|
2016
Q4 | $4.86M | Buy |
+46,333
| New | +$4.86M | 4.34% | 4 |
|
|
2016
Q3 | – | Sell |
-217,960
| Closed | -$24.6M | – | 48 |
|
|
2016
Q2 | $24.6M | Buy |
217,960
+34,457
| +19% | +$3.89M | 22.54% | 2 |
|
|
2016
Q1 | $20.2M | Sell |
183,503
-4,794
| -3% | -$529K | 18.93% | 2 |
|
|
2015
Q4 | $19.9M | Buy |
188,297
+1,760
| +0.9% | +$186K | 20.17% | 2 |
|
|
2015
Q3 | $20.1M | Buy |
186,537
+3,737
| +2% | +$403K | 19.63% | 2 |
|
|
2015
Q2 | $0 | Sell |
182,800
-733,771
| -80% | – | ﹤0.01% | 49 |
|
|
2015
Q1 | $20.5M | Buy |
916,571
+768,548
| +519% | +$17.2M | 19.69% | 2 |
|
|
2014
Q4 | $15.7M | Buy |
+148,023
| New | +$15.7M | 15.09% | 2 |
|