HighTower Advisors’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 | $38.4M | Buy |
401,025
+17,652
| +5% | +$1.69M | 0.05% | 392 |
|
|
2025
Q1 | $36.6M | Sell |
383,373
-10,075
| -3% | -$961K | 0.05% | 379 |
|
|
2024
Q4 | $36.4M | Sell |
393,448
-80,138
| -17% | -$7.41M | 0.05% | 359 |
|
|
2024
Q3 | $46.5M | Sell |
473,586
-163,639
| -26% | -$16.1M | 0.07% | 292 |
|
|
2024
Q2 | $59.7M | Sell |
637,225
-24,452
| -4% | -$2.29M | 0.09% | 229 |
|
|
2024
Q1 | $62.6M | Buy |
661,677
+104,071
| +19% | +$9.85M | 0.1% | 218 |
|
|
2023
Q4 | $53.7M | Buy |
557,606
+92,111
| +20% | +$8.87M | 0.09% | 232 |
|
|
2023
Q3 | $42.6M | Buy |
465,495
+108,411
| +30% | +$9.93M | 0.08% | 246 |
|
|
2023
Q2 | $34.5M | Buy |
357,084
+31,941
| +10% | +$3.08M | 0.07% | 279 |
|
|
2023
Q1 | $32.2M | Buy |
325,143
+149,534
| +85% | +$14.8M | 0.07% | 279 |
|
|
2022
Q4 | $16.8M | Buy |
175,609
+23,823
| +16% | +$2.28M | 0.04% | 448 |
|
|
2022
Q3 | $14.6M | Sell |
151,786
-19,808
| -12% | -$1.9M | 0.04% | 437 |
|
|
2022
Q2 | $17.5M | Sell |
171,594
-164,821
| -49% | -$16.9M | 0.05% | 379 |
|
|
2022
Q1 | $36.1M | Buy |
336,415
+256,971
| +323% | +$27.6M | 0.08% | 255 |
|
|
2021
Q4 | $9.14M | Buy |
79,444
+10,778
| +16% | +$1.24M | 0.02% | 636 |
|
|
2021
Q3 | $7.91M | Buy |
68,666
+5,776
| +9% | +$665K | 0.02% | 644 |
|
|
2021
Q2 | $7.27M | Sell |
62,890
-6,287
| -9% | -$727K | 0.02% | 650 |
|
|
2021
Q1 | $7.81M | Buy |
69,177
+1,878
| +3% | +$212K | 0.02% | 566 |
|
|
2020
Q4 | $8.07M | Sell |
67,299
-46,999
| -41% | -$5.64M | 0.03% | 438 |
|
|
2020
Q3 | $13.9M | Buy |
114,298
+41,886
| +58% | +$5.11M | 0.07% | 267 |
|
|
2020
Q2 | $8.82M | Buy |
72,412
+29,997
| +71% | +$3.65M | 0.05% | 355 |
|
|
2020
Q1 | $5.15M | Buy |
42,415
+25,764
| +155% | +$3.13M | 0.03% | 442 |
|
|
2019
Q4 | $1.84M | Sell |
16,651
-24,113
| -59% | -$2.66M | 0.01% | 884 |
|
|
2019
Q3 | $4.58M | Sell |
40,764
-8,265
| -17% | -$929K | 0.03% | 585 |
|
|
2019
Q2 | $5.4M | Buy |
49,029
+14,589
| +42% | +$1.61M | 0.03% | 514 |
|
|
2019
Q1 | $3.68M | Sell |
34,440
-71,235
| -67% | -$7.6M | 0.02% | 623 |
|
|
2018
Q4 | $11M | Buy |
105,675
+91,354
| +638% | +$9.52M | 0.08% | 247 |
|
|
2018
Q3 | $1.45M | Buy |
14,321
+1,337
| +10% | +$136K | 0.01% | 961 |
|
|
2018
Q2 | $1.34M | Sell |
12,984
-3,778
| -23% | -$389K | 0.01% | 1003 |
|
|
2018
Q1 | $1.74M | Buy |
16,762
+1,503
| +10% | +$156K | 0.01% | 855 |
|
|
2017
Q4 | $1.62M | Buy |
15,259
+2,838
| +23% | +$301K | 0.01% | 890 |
|
|
2017
Q3 | $1.33M | Sell |
12,421
-10,007
| -45% | -$1.07M | 0.01% | 969 |
|
|
2017
Q2 | $2.39M | Buy |
22,428
+7,290
| +48% | +$778K | 0.02% | 738 |
|
|
2017
Q1 | $1.6M | Sell |
15,138
-4,708
| -24% | -$498K | 0.02% | 842 |
|
|
2016
Q4 | $2.09M | Sell |
19,846
-3,970
| -17% | -$418K | 0.02% | 688 |
|
|
2016
Q3 | $2.67M | Sell |
23,816
-112,462
| -83% | -$12.6M | 0.03% | 566 |
|
|
2016
Q2 | $15.4M | Buy |
136,278
+39,746
| +41% | +$4.49M | 0.19% | 110 |
|
|
2016
Q1 | $10.6M | Buy |
96,532
+91,729
| +1,910% | +$10.1M | 0.03% | 159 |
|
|
2015
Q4 | $507K | Sell |
4,803
-1,195
| -20% | -$126K | 0.01% | 1300 |
|
|
2015
Q3 | $647K | Sell |
5,998
-3,382
| -36% | -$365K | 0.01% | 1091 |
|
|
2015
Q2 | $985K | Buy |
9,380
+187
| +2% | +$19.6K | 0.02% | 761 |
|
|
2015
Q1 | $996K | Sell |
9,193
-46,377
| -83% | -$5.02M | 0.01% | 806 |
|
|
2014
Q4 | $5.89M | Buy |
55,570
+41,841
| +305% | +$4.43M | 0.09% | 244 |
|
|
2014
Q3 | $1.42M | Buy |
13,729
+855
| +7% | +$88.6K | 0.02% | 658 |
|
|
2014
Q2 | $1.33M | Buy |
12,874
+1,498
| +13% | +$155K | 0.02% | 706 |
|
|
2014
Q1 | $1.16M | Buy |
11,376
+1,162
| +11% | +$118K | 0.02% | 694 |
|
|
2013
Q4 | $1.01M | Buy |
10,214
+2,037
| +25% | +$202K | 0.02% | 694 |
|
|
2013
Q3 | $835K | Buy |
8,177
+1,630
| +25% | +$166K | 0.02% | 660 |
|
|
2013
Q2 | $671K | Buy |
+6,547
| New | +$671K | 0.02% | 717 |
|