HBK Sorce Advisory’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $380K | Buy |
+3,998
| New | +$385K | 0.01% | 430 |
|
|
2025
Q4 | – | Sell |
-3,805
| Closed | -$369K | – | 650 |
|
|
2025
Q3 | $369K | Sell |
3,805
-28
| -0.7% | -$2.68K | 0.01% | 423 |
|
|
2025
Q2 | $367K | Buy |
3,833
+33
| +0.9% | +$3.12K | 0.01% | 408 |
|
|
2025
Q1 | $362K | Sell |
3,800
-104
| -3% | -$9.73K | 0.01% | 406 |
|
|
2024
Q4 | $361K | Sell |
3,904
-205
| -5% | -$19.4K | 0.01% | 408 |
|
|
2024
Q3 | $403K | Buy |
4,109
+20
| +0.5% | +$1.93K | 0.01% | 391 |
|
|
2024
Q2 | $383K | Sell |
4,089
-1,004
| -20% | -$93.3K | 0.01% | 386 |
|
|
2024
Q1 | $482K | Buy |
5,093
+999
| +24% | +$94.7K | 0.02% | 346 |
|
|
2023
Q4 | $395K | Buy |
4,094
+150
| +4% | +$13.9K | 0.02% | 364 |
|
|
2023
Q3 | $361K | Buy |
+3,944
| New | +$372K | 0.02% | 369 |
|
|
2021
Q4 | – | Sell |
-12,881
| Closed | -$1.48M | – | 611 |
|
|
2021
Q3 | $1.48M | Sell |
12,881
-1,242
| -9% | -$145K | 0.08% | 163 |
|
|
2021
Q2 | $1.63M | Buy |
14,123
+4,049
| +40% | +$463K | 0.09% | 152 |
|
|
2021
Q1 | $1.14M | Sell |
10,074
-7,692
| -43% | -$896K | 0.07% | 178 |
|
|
2020
Q4 | $2.13M | Sell |
17,766
-2,694
| -13% | -$324K | 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% | +$4.96M | 0.39% | 35 |
|
|
2020
Q1 | $270K | Sell |
2,221
-9,911
| -82% | -$1.14M | 0.03% | 311 |
|
|
2019
Q4 | $1.34M | Buy |
12,132
+2,134
| +21% | +$238K | 0.12% | 137 |
|
|
2019
Q3 | $1.13M | Sell |
9,998
-489
| -5% | -$54.6K | 0.11% | 143 |
|
|
2019
Q2 | $1.15M | Buy |
10,487
+1,056
| +11% | +$113K | 0.11% | 140 |
|
|
2019
Q1 | $1.01M | Sell |
9,431
-49
| -0.5% | -$5.12K | 0.1% | 154 |
|
|
2018
Q4 | $988K | Buy |
9,480
+296
| +3% | +$30K | 0.11% | 143 |
|
|
2018
Q3 | $929K | Buy |
9,184
+316
| +4% | +$32.2K | 0.1% | 137 |
|
|
2018
Q2 | $909K | Buy |
8,868
+1,086
| +14% | +$111K | 0.1% | 140 |
|
|
2018
Q1 | $808K | Buy |
7,782
+85
| +1% | +$8.75K | 0.1% | 150 |
|
|
2017
Q4 | $812K | Buy |
7,697
+1,278
| +20% | +$136K | 0.1% | 156 |
|
|
2017
Q3 | $684K | Buy |
6,419
+2
| +0% | +$214 | 0.1% | 141 |
|
|
2017
Q2 | $684K | Buy |
6,417
+163
| +3% | +$17.4K | 0.11% | 138 |
|
|
2017
Q1 | $661K | Buy |
6,254
+981
| +19% | +$103K | 0.11% | 132 |
|
|
2016
Q4 | $553K | Sell |
5,273
-117
| -2% | -$12.6K | 0.1% | 152 |
|
|
2016
Q3 | $603K | Buy |
5,390
+112
| +2% | +$12.6K | 0.12% | 132 |
|
|
2016
Q2 | $596K | Buy |
5,278
+481
| +10% | +$53.2K | 0.13% | 126 |
|
|
2016
Q1 | $530K | Buy |
+4,797
| New | +$523K | 0.12% | 121 |
|
Other funds holding IEF
BTI