First Heartland Consultants’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 | $1.06M | Sell |
11,089
-46,340
| -81% | -$4.44M | 0.09% | 161 |
|
|
2025
Q1 | $5.48M | Buy |
57,429
+38,569
| +205% | +$3.68M | 0.57% | 49 |
|
|
2024
Q4 | $1.74M | Sell |
18,860
-853
| -4% | -$78.9K | 0.18% | 113 |
|
|
2024
Q3 | $1.93M | Buy |
19,713
+14,451
| +275% | +$1.42M | 0.21% | 92 |
|
|
2024
Q2 | $493 | Sell |
5,262
-340
| -6% | -$32 | 0.03% | 262 |
|
|
2024
Q1 | $530K | Buy |
+5,602
| New | +$530K | 0.06% | 242 |
|
|
2023
Q2 | – | Sell |
-2,207
| Closed | -$219K | – | 383 |
|
|
2023
Q1 | $219K | Sell |
2,207
-27
| -1% | -$2.68K | 0.03% | 330 |
|
|
2022
Q4 | $214K | Buy |
2,234
+53
| +2% | +$5.08K | 0.03% | 343 |
|
|
2022
Q3 | $209 | Buy |
+2,181
| New | +$209 | 0.02% | 324 |
|
|
2022
Q2 | – | Sell |
-1,910
| Closed | -$205K | – | 366 |
|
|
2022
Q1 | $205K | Sell |
1,910
-18,361
| -91% | -$1.97M | 0.03% | 334 |
|
|
2021
Q4 | $2.33K | Buy |
+20,271
| New | +$2.33K | 0.09% | 70 |
|
|
2021
Q2 | – | Sell |
-2,374
| Closed | -$268K | – | 414 |
|
|
2021
Q1 | $268K | Sell |
2,374
-2,017
| -46% | -$228K | 0.04% | 307 |
|
|
2020
Q4 | $527K | Sell |
4,391
-1,184
| -21% | -$142K | 0.09% | 163 |
|
|
2020
Q3 | $679K | Buy |
5,575
+132
| +2% | +$16.1K | 0.13% | 121 |
|
|
2020
Q2 | $663K | Buy |
5,443
+1,702
| +45% | +$207K | 0.13% | 129 |
|
|
2020
Q1 | $455K | Sell |
3,741
-2,294
| -38% | -$279K | 0.12% | 139 |
|
|
2019
Q4 | $665K | Buy |
6,035
+194
| +3% | +$21.4K | 0.13% | 148 |
|
|
2019
Q3 | $657K | Buy |
5,841
+22
| +0.4% | +$2.48K | 0.14% | 137 |
|
|
2019
Q2 | $640K | Sell |
5,819
-69,097
| -92% | -$7.6M | 0.15% | 127 |
|
|
2019
Q1 | $7.99M | Sell |
74,916
-6,242
| -8% | -$666K | 2.24% | 6 |
|
|
2018
Q4 | $8.46M | Sell |
81,158
-1,638
| -2% | -$171K | 3.16% | 1 |
|
|
2018
Q3 | $8.38M | Sell |
82,796
-16,549
| -17% | -$1.67M | 2.62% | 5 |
|
|
2018
Q2 | $10.2M | Buy |
99,345
+167
| +0.2% | +$17.1K | 3.59% | 2 |
|
|
2018
Q1 | $10.2M | Buy |
99,178
+2,303
| +2% | +$238K | 3.07% | 2 |
|
|
2017
Q4 | $10.2M | Sell |
96,875
-15,343
| -14% | -$1.62M | 3.08% | 2 |
|
|
2017
Q3 | $12M | Buy |
112,218
+2,979
| +3% | +$317K | 2.91% | 2 |
|
|
2017
Q2 | $11.6M | Buy |
109,239
+129
| +0.1% | +$13.8K | 3.02% | 1 |
|
|
2017
Q1 | $11.5M | Buy |
109,110
+29,583
| +37% | +$3.12M | 3.22% | 1 |
|
|
2016
Q4 | $8.34M | Buy |
79,527
+3,079
| +4% | +$323K | 2.53% | 3 |
|
|
2016
Q3 | $8.55M | Buy |
76,448
+9,014
| +13% | +$1.01M | 2.48% | 4 |
|
|
2016
Q2 | $7.62K | Buy |
67,434
+1,119
| +2% | +$126 | 0.84% | 5 |
|
|
2016
Q1 | $7.32M | Buy |
66,315
+3,032
| +5% | +$335K | 2.78% | 5 |
|
|
2015
Q4 | $6.68M | Buy |
63,283
+13,055
| +26% | +$1.38M | 2.54% | 5 |
|
|
2015
Q3 | $5.42M | Buy |
50,228
+253
| +0.5% | +$27.3K | 2.26% | 7 |
|
|
2015
Q2 | $5.25K | Sell |
49,975
-40,083
| -45% | -$4.21K | 1.43% | 10 |
|
|
2015
Q1 | $9.76M | Buy |
90,058
+213
| +0.2% | +$23.1K | 3.72% | 2 |
|
|
2014
Q4 | $9.52M | Buy |
89,845
+22,169
| +33% | +$2.35M | 3.94% | 3 |
|
|
2014
Q3 | $7.01M | Buy |
67,676
+34,642
| +105% | +$3.59M | 3.09% | 3 |
|
|
2014
Q2 | $3.42M | Sell |
33,034
-461
| -1% | -$47.8K | 1.55% | 12 |
|
|
2014
Q1 | $3.41M | Buy |
33,495
+2,285
| +7% | +$232K | 1.68% | 9 |
|
|
2013
Q4 | $3.1M | Buy |
31,210
+3,373
| +12% | +$335K | 1.74% | 10 |
|
|
2013
Q3 | $2.83M | Sell |
27,837
-1,661
| -6% | -$169K | 1.71% | 11 |
|
|
2013
Q2 | $3.02M | Buy |
+29,498
| New | +$3.02M | 1.76% | 9 |
|