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GM Advisory Group’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 | $250K | Buy |
2,612
+1
| +0% | +$96 | 0.01% | 260 |
|
|
2025
Q1 | $249K | Hold |
2,611
| – | – | 0.01% | 234 |
|
|
2024
Q4 | $241K | Hold |
2,611
| – | – | 0.01% | 231 |
|
|
2024
Q3 | $256K | Hold |
2,611
| – | – | 0.02% | 216 |
|
|
2024
Q2 | $245K | Buy |
2,611
+492
| +23% | +$46.1K | 0.02% | 203 |
|
|
2024
Q1 | $201K | Buy |
+2,119
| New | +$201K | 0.01% | 218 |
|
|
2022
Q2 | – | Sell |
-183,369
| Closed | -$19.7M | – | 192 |
|
|
2022
Q1 | $19.7M | Sell |
183,369
-12,648
| -6% | -$1.36M | 2.34% | 11 |
|
|
2021
Q4 | $22.5M | Buy |
196,017
+37,836
| +24% | +$4.35M | 2.01% | 16 |
|
|
2021
Q3 | $18.2M | Buy |
158,181
+9,277
| +6% | +$1.07M | 1.84% | 18 |
|
|
2021
Q2 | $17.2M | Buy |
148,904
+31,369
| +27% | +$3.62M | 1.76% | 16 |
|
|
2021
Q1 | $13.3M | Sell |
117,535
-23,001
| -16% | -$2.6M | 1.59% | 15 |
|
|
2020
Q4 | $16.9M | Sell |
140,536
-32,916
| -19% | -$3.95M | 2.26% | 13 |
|
|
2020
Q3 | $21.1M | Sell |
173,452
-170,664
| -50% | -$20.8M | 3.23% | 10 |
|
|
2020
Q2 | $41.9M | Sell |
344,116
-9,512
| -3% | -$1.16M | 7.76% | 2 |
|
|
2020
Q1 | $43M | Buy |
353,628
+13,615
| +4% | +$1.65M | 11.7% | 2 |
|
|
2019
Q4 | $37.5M | Buy |
340,013
+24,356
| +8% | +$2.68M | 11.6% | 1 |
|
|
2019
Q3 | $35.5M | Buy |
315,657
+25,673
| +9% | +$2.89M | 11.04% | 2 |
|
|
2019
Q2 | $31.9M | Buy |
289,984
+5,951
| +2% | +$655K | 10.02% | 2 |
|
|
2019
Q1 | $30.3M | Sell |
284,033
-8,160
| -3% | -$870K | 9.96% | 2 |
|
|
2018
Q4 | $30.4M | Buy |
292,193
+1,286
| +0.4% | +$134K | 11.33% | 1 |
|
|
2018
Q3 | $29.4M | Buy |
+290,907
| New | +$29.4M | 9.22% | 2 |
|