HWA
HCR Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.32M | Sell |
13,800
-20
| -0.1% | -$1.92K | 0.16% | 87 |
|
|
2025
Q1 | $1.32M | Sell |
13,820
-4,700
| -25% | -$448K | 0.17% | 81 |
|
|
2024
Q4 | $1.71M | Sell |
18,520
-3,000
| -14% | -$277K | 0.21% | 71 |
|
|
2024
Q3 | $2.11M | Buy |
21,520
+5,275
| +32% | +$518K | 0.28% | 60 |
|
|
2024
Q2 | $1.52M | Hold |
16,245
| – | – | 0.22% | 69 |
|
|
2024
Q1 | $1.54M | Buy |
16,245
+700
| +5% | +$66.3K | 0.23% | 70 |
|
|
2023
Q4 | $1.5M | Buy |
15,545
+7,470
| +93% | +$720K | 0.24% | 69 |
|
|
2023
Q3 | $740K | Hold |
8,075
| – | – | 0.16% | 86 |
|
|
2023
Q2 | $780K | Sell |
8,075
-550
| -6% | -$53.1K | 0.14% | 90 |
|
|
2023
Q1 | $855K | Hold |
8,625
| – | – | 0.17% | 85 |
|
|
2022
Q4 | $826K | Hold |
8,625
| – | – | 0.17% | 85 |
|
|
2022
Q3 | $828K | Buy |
8,625
+1,550
| +22% | +$149K | 0.18% | 85 |
|
|
2022
Q2 | $724K | Sell |
7,075
-500
| -7% | -$51.2K | 0.15% | 97 |
|
|
2022
Q1 | $814K | Sell |
7,575
-200
| -3% | -$21.5K | 0.13% | 103 |
|
|
2021
Q4 | $894K | Buy |
7,775
+1,100
| +16% | +$126K | 0.14% | 106 |
|
|
2021
Q3 | $769K | Buy |
6,675
+1,900
| +40% | +$219K | 0.13% | 113 |
|
|
2021
Q2 | $551K | Sell |
4,775
-1,095
| -19% | -$126K | 0.1% | 123 |
|
|
2021
Q1 | $663K | Buy |
+5,870
| New | +$663K | 0.13% | 111 |
|
|
2020
Q2 | – | Sell |
-24,420
| Closed | -$2.97M | – | 252 |
|
|
2020
Q1 | $2.97M | Sell |
24,420
-100
| -0.4% | -$12.2K | 0.85% | 20 |
|
|
2019
Q4 | $2.7M | Sell |
24,520
-310
| -1% | -$34.2K | 0.66% | 27 |
|
|
2019
Q3 | $2.79M | Buy |
24,830
+1,765
| +8% | +$199K | 0.93% | 20 |
|
|
2019
Q2 | $2.54M | Sell |
23,065
-40
| -0.2% | -$4.4K | 0.72% | 25 |
|
|
2019
Q1 | $2.47M | Buy |
23,105
+13,689
| +145% | +$1.46M | 0.71% | 30 |
|
|
2018
Q4 | $981K | Buy |
+9,416
| New | +$981K | 0.32% | 69 |
|