Focus Partners 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $779K | Buy |
8,131
+1,258
| +18% | +$120K | 0.01% | 518 |
|
|
2025
Q1 | $655K | Sell |
6,873
-1,203
| -15% | -$115K | 0.01% | 508 |
|
|
2024
Q4 | $747K | Sell |
8,076
-2,987
| -27% | -$276K | 0.01% | 388 |
|
|
2024
Q3 | $1.09M | Buy |
11,063
+3,503
| +46% | +$344K | 0.02% | 283 |
|
|
2024
Q2 | $708K | Sell |
7,560
-1,387
| -16% | -$130K | 0.02% | 302 |
|
|
2024
Q1 | $847K | Sell |
8,947
-1,840
| -17% | -$174K | 0.02% | 262 |
|
|
2023
Q4 | $1.04M | Buy |
10,787
+655
| +6% | +$63.1K | 0.05% | 165 |
|
|
2023
Q3 | $928K | Buy |
10,132
+566
| +6% | +$51.8K | 0.05% | 178 |
|
|
2023
Q2 | $924K | Buy |
+9,566
| New | +$924K | 0.05% | 147 |
|
|
2022
Q3 | – | Sell |
-2,628
| Closed | -$269K | – | 423 |
|
|
2022
Q2 | $269K | Buy |
+2,628
| New | +$269K | 0.02% | 274 |
|