Great Valley Advisor Group’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 | $14.8M | Buy |
154,199
+79,629
| +107% | +$7.63M | 0.33% | 81 |
|
|
2025
Q1 | $7.11M | Buy |
74,570
+13,778
| +23% | +$1.31M | 0.15% | 145 |
|
|
2024
Q4 | $5.62M | Buy |
60,792
+1,981
| +3% | +$183K | 0.13% | 161 |
|
|
2024
Q3 | $5.77M | Buy |
58,811
+5,777
| +11% | +$567K | 0.14% | 154 |
|
|
2024
Q2 | $4.97M | Sell |
53,034
-182
| -0.3% | -$17K | 0.14% | 158 |
|
|
2024
Q1 | $5.04M | Buy |
53,216
+11,117
| +26% | +$1.05M | 0.15% | 146 |
|
|
2023
Q4 | $4.06M | Sell |
42,099
-9,697
| -19% | -$935K | 0.14% | 160 |
|
|
2023
Q3 | $4.74M | Sell |
51,796
-2,955
| -5% | -$271K | 0.2% | 126 |
|
|
2023
Q2 | $5.29M | Sell |
54,751
-11
| -0% | -$1.06K | 0.22% | 116 |
|
|
2023
Q1 | $5.43M | Sell |
54,762
-19,530
| -26% | -$1.94M | 0.25% | 103 |
|
|
2022
Q4 | $7.12M | Buy |
74,292
+34,986
| +89% | +$3.35M | 0.36% | 66 |
|
|
2022
Q3 | $3.77M | Buy |
39,306
+13,877
| +55% | +$1.33M | 0.21% | 119 |
|
|
2022
Q2 | $2.6M | Buy |
25,429
+1,831
| +8% | +$187K | 0.14% | 162 |
|
|
2022
Q1 | $2.54M | Buy |
23,598
+3,435
| +17% | +$369K | 0.15% | 170 |
|
|
2021
Q4 | $2.32M | Buy |
20,163
+3,790
| +23% | +$436K | 0.14% | 166 |
|
|
2021
Q3 | $1.89M | Buy |
16,373
+1,922
| +13% | +$222K | 0.13% | 182 |
|
|
2021
Q2 | $1.67M | Buy |
14,451
+475
| +3% | +$54.9K | 0.12% | 182 |
|
|
2021
Q1 | $1.58M | Sell |
13,976
-1,232
| -8% | -$139K | 0.15% | 148 |
|
|
2020
Q4 | $1.82M | Buy |
15,208
+1,059
| +7% | +$127K | 0.19% | 119 |
|
|
2020
Q3 | $1.72M | Sell |
14,149
-147
| -1% | -$17.9K | 0.21% | 104 |
|
|
2020
Q2 | $1.74M | Buy |
14,296
+534
| +4% | +$65.1K | 0.29% | 96 |
|
|
2020
Q1 | $1.67M | Buy |
13,762
+2,793
| +25% | +$339K | 0.44% | 63 |
|
|
2019
Q4 | $1.21M | Buy |
10,969
+396
| +4% | +$43.6K | 0.27% | 114 |
|
|
2019
Q3 | $1.19M | Buy |
10,573
+600
| +6% | +$67.5K | 0.29% | 103 |
|
|
2019
Q2 | $1.1M | Buy |
9,973
+872
| +10% | +$95.9K | 0.28% | 112 |
|
|
2019
Q1 | $971K | Buy |
9,101
+966
| +12% | +$103K | 0.31% | 94 |
|
|
2018
Q4 | $848K | Buy |
+8,135
| New | +$848K | 0.32% | 83 |
|