DAS
Diversify Advisory Services’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 | $6.46M | Buy |
67,753
+59,727
| +744% | +$5.7M | 0.25% | 67 |
|
|
2025
Q1 | $770K | Buy |
8,026
+360
| +5% | +$34.5K | 0.05% | 266 |
|
|
2024
Q4 | $700K | Sell |
7,666
-2,377
| -24% | -$217K | 0.04% | 294 |
|
|
2024
Q3 | $955K | Sell |
10,043
-1,244
| -11% | -$118K | 0.05% | 260 |
|
|
2024
Q2 | $1.06M | Sell |
11,287
-1,208
| -10% | -$114K | 0.06% | 232 |
|
|
2024
Q1 | $1.17M | Buy |
+12,495
| New | +$1.17M | 0.07% | 221 |
|