Dynamic Advisor Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,621
| Closed | -$257K | – | 725 |
|
|
2024
Q3 | $257K | Sell |
2,621
-4,929
| -65% | -$484K | 0.01% | 812 |
|
|
2024
Q2 | $707K | Buy |
+7,550
| New | +$707K | 0.02% | 535 |
|
|
2023
Q4 | – | Sell |
-5,818
| Closed | -$533K | – | 909 |
|
|
2023
Q3 | $533K | Sell |
5,818
-18,315
| -76% | -$1.68M | 0.03% | 502 |
|
|
2023
Q2 | $2.33M | Buy |
24,133
+680
| +3% | +$65.7K | 0.12% | 198 |
|
|
2023
Q1 | $2.32M | Buy |
23,453
+579
| +3% | +$57.4K | 0.14% | 192 |
|
|
2022
Q4 | $2.19M | Sell |
22,874
-9,988
| -30% | -$957K | 0.15% | 162 |
|
|
2022
Q3 | $3.15M | Buy |
32,862
+8,637
| +36% | +$829K | 0.24% | 96 |
|
|
2022
Q2 | $2.48M | Sell |
24,225
-23,561
| -49% | -$2.41M | 0.19% | 129 |
|
|
2022
Q1 | $5.14M | Buy |
47,786
+44,166
| +1,220% | +$4.75M | 0.36% | 63 |
|
|
2021
Q4 | $416K | Buy |
+3,620
| New | +$416K | 0.03% | 481 |
|
|
2021
Q2 | – | Sell |
-2,250
| Closed | -$254K | – | 734 |
|
|
2021
Q1 | $254K | Buy |
2,250
+63
| +3% | +$7.11K | 0.02% | 542 |
|
|
2020
Q4 | $262K | Sell |
2,187
-373
| -15% | -$44.7K | 0.02% | 523 |
|
|
2020
Q3 | $312K | Sell |
2,560
-179
| -7% | -$21.8K | 0.04% | 424 |
|
|
2020
Q2 | $334K | Buy |
2,739
+1,029
| +60% | +$125K | 0.05% | 367 |
|
|
2020
Q1 | $208K | Buy |
+1,710
| New | +$208K | 0.04% | 399 |
|