GRP
Global Retirement Partners’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 | $7.93M | Buy |
+82,773
| New | +$7.93M | 0.2% | 101 |
|
|
2024
Q4 | $5.44M | Buy |
58,895
+1,812
| +3% | +$168K | 0.16% | 126 |
|
|
2024
Q3 | $5.6M | Sell |
57,083
-2,721
| -5% | -$267K | 0.17% | 121 |
|
|
2024
Q2 | $5.6M | Buy |
59,804
+10,363
| +21% | +$970K | 0.18% | 116 |
|
|
2024
Q1 | $4.68M | Sell |
49,441
-4,052
| -8% | -$384K | 0.17% | 124 |
|
|
2023
Q4 | $5.11M | Buy |
53,493
+3,298
| +7% | +$315K | 0.21% | 98 |
|
|
2023
Q3 | $4.54M | Buy |
50,195
+664
| +1% | +$60K | 0.23% | 93 |
|
|
2023
Q2 | $4.78M | Buy |
49,531
+5,647
| +13% | +$546K | 0.23% | 94 |
|
|
2023
Q1 | $4.4M | Sell |
43,884
-9,599
| -18% | -$962K | 0.23% | 93 |
|
|
2022
Q4 | $5.12M | Buy |
53,483
+923
| +2% | +$88.4K | 0.35% | 58 |
|
|
2022
Q3 | $4.96M | Buy |
52,560
+7,132
| +16% | +$673K | 0.38% | 53 |
|
|
2022
Q2 | $4.65M | Buy |
45,428
+205
| +0.5% | +$21K | 0.37% | 52 |
|
|
2022
Q1 | $4.71M | Buy |
+45,223
| New | +$4.71M | 0.37% | 59 |
|
|
2021
Q4 | – | Sell |
-24,373
| Closed | -$2.81M | – | 951 |
|
|
2021
Q3 | $2.81M | Sell |
24,373
-3,062
| -11% | -$353K | 0.28% | 67 |
|
|
2021
Q2 | $3.17M | Buy |
27,435
+1,526
| +6% | +$176K | 0.32% | 58 |
|
|
2021
Q1 | $2.93M | Buy |
25,909
+499
| +2% | +$56.4K | 0.34% | 57 |
|
|
2020
Q4 | $3.05M | Buy |
25,410
+3,410
| +16% | +$409K | 0.38% | 55 |
|
|
2020
Q3 | $2.68M | Sell |
22,000
-716
| -3% | -$87.2K | 0.39% | 56 |
|
|
2020
Q2 | $2.77M | Sell |
22,716
-4,052
| -15% | -$494K | 0.44% | 46 |
|
|
2020
Q1 | $3.25M | Buy |
26,768
+3,810
| +17% | +$463K | 0.62% | 32 |
|
|
2019
Q4 | $2.53M | Sell |
22,958
-24,107
| -51% | -$2.66M | 0.39% | 56 |
|
|
2019
Q3 | $5.29M | Buy |
47,065
+16,478
| +54% | +$1.85M | 0.87% | 23 |
|
|
2019
Q2 | $3.37M | Buy |
30,587
+1,983
| +7% | +$218K | 0.64% | 29 |
|
|
2019
Q1 | $3.05M | Buy |
28,604
+9,109
| +47% | +$972K | 0.74% | 26 |
|
|
2018
Q4 | $2.03M | Buy |
19,495
+524
| +3% | +$54.6K | 0.52% | 45 |
|
|
2018
Q3 | $1.92M | Buy |
18,971
+381
| +2% | +$38.5K | 0.43% | 49 |
|
|
2018
Q2 | $1.91M | Buy |
18,590
+963
| +5% | +$98.7K | 0.48% | 43 |
|
|
2018
Q1 | $1.82M | Buy |
17,627
+1,833
| +12% | +$189K | 0.5% | 36 |
|
|
2017
Q4 | $1.67M | Buy |
15,794
+1,737
| +12% | +$183K | 0.46% | 33 |
|
|
2017
Q3 | $1.5M | Buy |
14,057
+1,003
| +8% | +$107K | 0.62% | 24 |
|
|
2017
Q2 | $1.39M | Buy |
13,054
+946
| +8% | +$101K | 0.65% | 23 |
|
|
2017
Q1 | $1.28M | Buy |
12,108
+2,386
| +25% | +$252K | 0.71% | 18 |
|
|
2016
Q4 | $1.02M | Buy |
+9,722
| New | +$1.02M | 0.68% | 23 |
|