HA
HC Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-45,568
| Closed | -$4.31M | – | 60 |
|
|
2024
Q1 | $4.31M | Buy |
45,568
+4,495
| +11% | +$425K | 2.06% | 10 |
|
|
2023
Q4 | $3.96M | Sell |
41,073
-102
| -0.2% | -$9.83K | 2.22% | 10 |
|
|
2023
Q3 | $3.77M | Sell |
41,175
-3,211
| -7% | -$294K | 2.24% | 12 |
|
|
2023
Q2 | $4.29M | Sell |
44,386
-709
| -2% | -$68.5K | 2.49% | 12 |
|
|
2023
Q1 | $4.47M | Hold |
45,095
| – | – | 2.76% | 9 |
|
|
2022
Q4 | $4.32M | Buy |
45,095
+1,705
| +4% | +$163K | 2.95% | 9 |
|
|
2022
Q3 | $4.17M | Sell |
43,390
-2,614
| -6% | -$251K | 2.87% | 9 |
|
|
2022
Q2 | $4.71M | Sell |
46,004
-21,422
| -32% | -$2.19M | 3.35% | 6 |
|
|
2022
Q1 | $7.25M | Buy |
67,426
+11,842
| +21% | +$1.27M | 4.6% | 5 |
|
|
2021
Q4 | $6.39M | Sell |
55,584
-975
| -2% | -$112K | 3.92% | 4 |
|
|
2021
Q3 | $6.52M | Buy |
56,559
+156
| +0.3% | +$18K | 4.28% | 4 |
|
|
2021
Q2 | $6.51M | Buy |
56,403
+1,082
| +2% | +$125K | 4.01% | 6 |
|
|
2021
Q1 | $6.25M | Sell |
55,321
-1,341
| -2% | -$151K | 4.04% | 5 |
|
|
2020
Q4 | $6.8M | Sell |
56,662
-1,149
| -2% | -$138K | 4.65% | 5 |
|
|
2020
Q3 | $7.04M | Sell |
57,811
-3,047
| -5% | -$371K | 5.68% | 3 |
|
|
2020
Q2 | $7.42M | Buy |
+60,858
| New | +$7.42M | 6.14% | 3 |
|
|
2020
Q1 | – | Sell |
-121,883
| Closed | -$13.4M | – | 38 |
|
|
2019
Q4 | $13.4M | Buy |
+121,883
| New | +$13.4M | 13.86% | 2 |
|