Financial Advocates Investment Management’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

Financial Advocates Investment Management’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.7M	Sell	48,034 -33,801	-41%	-$3.31M	0.38%	52
2025 Q1	$7.7M	Buy	81,835 +68,744	+525%	+$6.47M	0.54%	38
2024 Q4	$1.21M	Buy	13,091 +3,086	+31%	+$285K	0.07%	257
2024 Q3	$1.16M	Sell	10,005 -3,622	-27%	-$419K	0.07%	278
2024 Q2	$1.32M	Buy	13,627 +4,613	+51%	+$446K	0.08%	232
2024 Q1	$853K	Sell	9,014 -67,386	-88%	-$6.38M	0.05%	336
2023 Q4	$3.66M	Buy	76,400 +72,804	+2,025%	+$3.49M	0.24%	101
2023 Q3	$443K	Buy	3,596 +725	+25%	+$89.4K	0.03%	440
2023 Q2	$231K	Sell	2,871 -3,275	-53%	-$264K	0.02%	601
2023 Q1	$669K	Buy	6,146 +194	+3%	+$21.1K	0.05%	359
2022 Q4	$570K	Buy	5,952 +1,340	+29%	+$128K	0.04%	414
2022 Q3	$448K	Sell	4,612 -5,825	-56%	-$566K	0.04%	436
2022 Q2	$1.07M	Sell	10,437 -1,193	-10%	-$122K	0.09%	253
2022 Q1	$1.25M	Buy	11,630 +3,977	+52%	+$427K	0.08%	259
2021 Q4	$803K	Buy	7,653 +3,392	+80%	+$356K	0.05%	372
2021 Q3	$489K	Buy	4,261 +1,009	+31%	+$116K	0.03%	478
2021 Q2	$363K	Sell	3,252 -4,054	-55%	-$453K	0.02%	547
2021 Q1	$825K	Buy	7,306 +617	+9%	+$69.7K	0.06%	359
2020 Q4	$801K	Sell	6,689 -4,811	-42%	-$576K	0.05%	345
2020 Q3	$1.4M	Sell	11,500 -21,328	-65%	-$2.6M	0.12%	183
2020 Q2	$3.5M	Buy	32,828 +12,346	+60%	+$1.32M	0.33%	70
2020 Q1	$2.49M	Sell	20,482 -2,207	-10%	-$268K	0.36%	71
2019 Q4	$2.5M	Sell	22,689 -8,609	-28%	-$949K	0.27%	97
2019 Q3	$3.52M	Buy	31,298 +11,512	+58%	+$1.29M	0.4%	62
2019 Q2	$2.18M	Sell	19,786 -1,146	-5%	-$126K	0.25%	108
2019 Q1	$2.23M	Buy	20,932 +14,335	+217%	+$1.53M	0.28%	100
2018 Q4	$687K	Sell	6,597 -1,022	-13%	-$106K	0.09%	207
2018 Q3	$771K	Sell	7,619 -2,737	-26%	-$277K	0.09%	223
2018 Q2	$1.06M	Buy	10,356 +582	+6%	+$59.6K	0.13%	164
2018 Q1	$1.01M	Buy	9,774 +2,784	+40%	+$287K	0.13%	159
2017 Q4	$738K	Buy	+6,990	New	+$738K	0.1%	207