FDx 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 | $225K | Buy |
2,349
+107
| +5% | +$10.2K | 0.07% | 162 |
|
|
2025
Q1 | $214K | Sell |
2,242
-5,562
| -71% | -$531K | 0.07% | 163 |
|
|
2024
Q4 | $721K | Buy |
7,804
+90
| +1% | +$8.32K | 0.21% | 76 |
|
|
2024
Q3 | $757K | Buy |
7,714
+66
| +0.9% | +$6.48K | 0.21% | 79 |
|
|
2024
Q2 | $716K | Buy |
7,648
+363
| +5% | +$34K | 0.2% | 80 |
|
|
2024
Q1 | $690K | Sell |
7,285
-1,780
| -20% | -$169K | 0.1% | 167 |
|
|
2023
Q4 | $874K | Buy |
9,065
+1,290
| +17% | +$124K | 0.07% | 284 |
|
|
2023
Q3 | $712K | Buy |
7,775
+164
| +2% | +$15K | 0.06% | 276 |
|
|
2023
Q2 | $735K | Sell |
7,611
-1,310
| -15% | -$127K | 0.04% | 363 |
|
|
2023
Q1 | $854K | Hold |
8,921
| – | – | 0.04% | 328 |
|
|
2022
Q4 | $854K | Sell |
8,921
-17,879
| -67% | -$1.71M | 0.04% | 328 |
|
|
2022
Q3 | $2.57M | Sell |
26,800
-1,649
| -6% | -$158K | 0.12% | 161 |
|
|
2022
Q2 | $2.91M | Sell |
28,449
-668
| -2% | -$68.3K | 0.11% | 166 |
|
|
2022
Q1 | $3.13M | Sell |
29,117
-13,132
| -31% | -$1.41M | 0.11% | 160 |
|
|
2021
Q4 | $4.86M | Sell |
42,249
-10,171
| -19% | -$1.17M | 0.13% | 127 |
|
|
2021
Q3 | $6.04M | Sell |
52,420
-4,609
| -8% | -$531K | 0.19% | 97 |
|
|
2021
Q2 | $6.59M | Sell |
57,029
-240
| -0.4% | -$27.7K | 0.22% | 90 |
|
|
2021
Q1 | $6.47M | Buy |
57,269
+50,984
| +811% | +$5.76M | 0.24% | 89 |
|
|
2020
Q4 | $754K | Sell |
6,285
-9,341
| -60% | -$1.12M | 0.03% | 341 |
|
|
2020
Q3 | $1.9M | Sell |
15,626
-1,268
| -8% | -$155K | 0.09% | 157 |
|
|
2020
Q2 | $2.06M | Sell |
16,894
-824
| -5% | -$100K | 0.11% | 142 |
|
|
2020
Q1 | $2.15M | Sell |
17,718
-49,080
| -73% | -$5.96M | 0.14% | 126 |
|
|
2019
Q4 | $7.36M | Sell |
66,798
-24,084
| -27% | -$2.65M | 0.41% | 59 |
|
|
2019
Q3 | $10.2M | Sell |
90,882
-539,004
| -86% | -$60.6M | 0.71% | 33 |
|
|
2019
Q2 | $69.3M | Buy |
629,886
+440,956
| +233% | +$48.5M | 2.72% | 4 |
|
|
2019
Q1 | $20.2M | Buy |
+188,930
| New | +$20.2M | 0.82% | 25 |
|
|
2018
Q4 | – | Sell |
-5,986
| Closed | -$606K | – | 659 |
|
|
2018
Q3 | $606K | Sell |
5,986
-5,177
| -46% | -$524K | 0.02% | 470 |
|
|
2018
Q2 | $1.14M | Sell |
11,163
-18,728
| -63% | -$1.92M | 0.04% | 340 |
|
|
2018
Q1 | $3.08M | Sell |
29,891
-72,305
| -71% | -$7.46M | 0.09% | 187 |
|
|
2017
Q4 | $10.8M | Sell |
102,196
-2,848
| -3% | -$301K | 0.29% | 63 |
|
|
2017
Q3 | $11.2M | Buy |
105,044
+5,236
| +5% | +$558K | 0.31% | 62 |
|
|
2017
Q2 | $10.6M | Buy |
99,808
+24,533
| +33% | +$2.62M | 0.32% | 58 |
|
|
2017
Q1 | $7.95M | Sell |
75,275
-70,742
| -48% | -$7.47M | 0.24% | 76 |
|
|
2016
Q4 | $15.3M | Sell |
146,017
-22,656
| -13% | -$2.37M | 0.44% | 40 |
|
|
2016
Q3 | $18.9M | Buy |
168,673
+33,742
| +25% | +$3.78M | 0.78% | 24 |
|
|
2016
Q2 | $15.2M | Buy |
134,931
+4,566
| +4% | +$516K | 0.69% | 27 |
|
|
2016
Q1 | $14.4M | Sell |
130,365
-150,554
| -54% | -$16.6M | 0.66% | 26 |
|
|
2015
Q4 | $29.7M | Buy |
280,919
+92,823
| +49% | +$9.8M | 1.35% | 13 |
|
|
2015
Q3 | $20.3M | Buy |
188,096
+52,439
| +39% | +$5.66M | 1.74% | 6 |
|
|
2015
Q2 | $14.2M | Buy |
135,657
+17,557
| +15% | +$1.84M | 0.71% | 23 |
|
|
2015
Q1 | $12.8M | Buy |
118,100
+18,999
| +19% | +$2.06M | 0.28% | 83 |
|
|
2014
Q4 | $10.5M | Buy |
99,101
+51,156
| +107% | +$5.42M | 0.64% | 23 |
|
|
2014
Q3 | $4.97M | Buy |
47,945
+45,306
| +1,717% | +$4.69M | 0.32% | 51 |
|
|
2014
Q2 | $273K | Sell |
2,639
-5,403
| -67% | -$559K | 0.02% | 818 |
|
|
2014
Q1 | $818K | Buy |
8,042
+847
| +12% | +$86.2K | 0.07% | 296 |
|
|
2013
Q4 | $715K | Sell |
7,195
-179,231
| -96% | -$17.8M | 0.07% | 273 |
|
|
2013
Q3 | $19M | Sell |
186,426
-5,949
| -3% | -$607K | 2.25% | 6 |
|
|
2013
Q2 | $19.7M | Buy |
+192,375
| New | +$19.7M | 2.6% | 6 |
|