HBK Sorce Advisory’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History

HBK Sorce Advisory’s Portfolio IEF Stock Details IEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$367K	Buy	3,833 +33	+0.9%	+$3.16K	0.01%	406
2025 Q1	$362K	Sell	3,800 -104	-3%	-$9.92K	0.01%	404
2024 Q4	$361K	Sell	3,904 -205	-5%	-$19K	0.01%	406
2024 Q3	$403K	Buy	4,109 +20	+0.5%	+$1.96K	0.01%	390
2024 Q2	$383K	Sell	4,089 -1,004	-20%	-$94K	0.01%	385
2024 Q1	$482K	Buy	5,093 +999	+24%	+$94.6K	0.02%	345
2023 Q4	$395K	Buy	4,094 +150	+4%	+$14.5K	0.02%	362
2023 Q3	$361K	Buy	+3,944	New	+$361K	0.02%	368
2021 Q4	–	Sell	-12,881	Closed	-$1.48M	–	611
2021 Q3	$1.48M	Sell	12,881 -1,242	-9%	-$143K	0.08%	163
2021 Q2	$1.63M	Buy	14,123 +4,049	+40%	+$468K	0.09%	152
2021 Q1	$1.14M	Sell	10,074 -7,692	-43%	-$869K	0.07%	178
2020 Q4	$2.13M	Sell	17,766 -2,694	-13%	-$323K	0.13%	111
2020 Q3	$2.49M	Sell	20,460 -22,621	-53%	-$2.76M	0.18%	84
2020 Q2	$5.25M	Buy	43,081 +40,860	+1,840%	+$4.98M	0.39%	35
2020 Q1	$270K	Sell	2,221 -9,911	-82%	-$1.2M	0.03%	311
2019 Q4	$1.34M	Buy	12,132 +2,134	+21%	+$235K	0.12%	137
2019 Q3	$1.13M	Sell	9,998 -489	-5%	-$55K	0.11%	143
2019 Q2	$1.15M	Buy	10,487 +1,056	+11%	+$116K	0.11%	140
2019 Q1	$1.01M	Sell	9,431 -49	-0.5%	-$5.23K	0.1%	154
2018 Q4	$988K	Buy	9,480 +296	+3%	+$30.8K	0.11%	143
2018 Q3	$929K	Buy	9,184 +316	+4%	+$32K	0.1%	137
2018 Q2	$909K	Buy	8,868 +1,086	+14%	+$111K	0.1%	140
2018 Q1	$808K	Buy	7,782 +85	+1%	+$8.83K	0.1%	150
2017 Q4	$812K	Buy	7,697 +1,278	+20%	+$135K	0.1%	156
2017 Q3	$684K	Buy	6,419 +2	+0%	+$213	0.1%	141
2017 Q2	$684K	Buy	6,417 +163	+3%	+$17.4K	0.11%	138
2017 Q1	$661K	Buy	6,254 +981	+19%	+$104K	0.11%	75
2016 Q4	$553K	Sell	5,273 -117	-2%	-$12.3K	0.1%	152
2016 Q3	$603K	Buy	5,390 +112	+2%	+$12.5K	0.12%	132
2016 Q2	$596K	Buy	5,278 +481	+10%	+$54.3K	0.13%	126
2016 Q1	$530K	Buy	+4,797	New	+$530K	0.12%	121