IA
IFP 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 | $6.1M | Buy |
63,718
+14,771
| +30% | +$1.41M | 0.17% | 125 |
|
|
2025
Q1 | $4.67M | Sell |
48,947
-377
| -0.8% | -$36K | 0.14% | 156 |
|
|
2024
Q4 | $4.56M | Buy |
49,324
+2,494
| +5% | +$231K | 0.15% | 147 |
|
|
2024
Q3 | $4.6M | Sell |
46,830
-59,967
| -56% | -$5.88M | 0.17% | 134 |
|
|
2024
Q2 | $10M | Buy |
106,797
+37,384
| +54% | +$3.5M | 0.4% | 50 |
|
|
2024
Q1 | $6.57M | Buy |
69,413
+14,411
| +26% | +$1.36M | 0.29% | 70 |
|
|
2023
Q4 | $5.3M | Buy |
55,002
+21,406
| +64% | +$2.06M | 0.25% | 85 |
|
|
2023
Q3 | $3.08M | Sell |
33,596
-32,632
| -49% | -$2.99M | 0.14% | 146 |
|
|
2023
Q2 | $6.4M | Buy |
66,228
+9,364
| +16% | +$905K | 0.27% | 76 |
|
|
2023
Q1 | $5.95M | Sell |
56,864
-23,412
| -29% | -$2.45M | 0.26% | 78 |
|
|
2022
Q4 | $8.43M | Sell |
80,276
-73,698
| -48% | -$7.73M | 0.23% | 90 |
|
|
2022
Q3 | $16.1M | Buy |
153,974
+27,858
| +22% | +$2.92M | 0.42% | 37 |
|
|
2022
Q2 | $13.2M | Hold |
126,116
| – | – | 0.42% | 42 |
|
|
2022
Q1 | $13.2M | Sell |
126,116
-283,017
| -69% | -$29.7M | 0.42% | 42 |
|
|
2021
Q4 | $47.1M | Buy |
409,133
+231,179
| +130% | +$26.6M | 0.92% | 15 |
|
|
2021
Q3 | $20.5M | Buy |
177,954
+117,246
| +193% | +$13.5M | 0.41% | 27 |
|
|
2021
Q2 | $7M | Sell |
60,708
-3,693
| -6% | -$426K | 0.14% | 80 |
|
|
2021
Q1 | $7.27M | Sell |
64,401
-15,139
| -19% | -$1.71M | 0.14% | 71 |
|
|
2020
Q4 | $9.55M | Sell |
79,540
-38,610
| -33% | -$4.64M | 0.39% | 39 |
|
|
2020
Q3 | $14.4M | Sell |
118,150
-63,059
| -35% | -$7.68M | 0.86% | 14 |
|
|
2020
Q2 | $22.1M | Buy |
181,209
+61,281
| +51% | +$7.48M | 1.75% | 4 |
|
|
2020
Q1 | $14.4M | Buy |
119,928
+63,282
| +112% | +$7.6M | 1.45% | 5 |
|
|
2019
Q4 | $6.26M | Sell |
56,646
-82,899
| -59% | -$9.16M | 0.47% | 36 |
|
|
2019
Q3 | $15.7M | Buy |
+139,545
| New | +$15.7M | 1.05% | 10 |
|
|
2019
Q1 | $1.15M | Sell |
10,772
-14,218
| -57% | -$1.52M | 0.16% | 138 |
|
|
2018
Q4 | $2.59M | Sell |
24,990
-13,520
| -35% | -$1.4M | 0.16% | 150 |
|
|
2018
Q3 | $3.9M | Sell |
38,510
-12,064
| -24% | -$1.22M | 0.16% | 148 |
|
|
2018
Q2 | $5.18M | Buy |
50,574
+17,830
| +54% | +$1.83M | 0.22% | 104 |
|
|
2018
Q1 | $3.46M | Hold |
32,744
| – | – | 0.16% | 150 |
|
|
2017
Q4 | $3.46M | Buy |
32,744
+2,140
| +7% | +$226K | 0.16% | 150 |
|
|
2017
Q3 | $3.26M | Buy |
30,604
+1,526
| +5% | +$163K | 0.13% | 179 |
|
|
2017
Q2 | $3.1M | Buy |
29,078
+315
| +1% | +$33.6K | 0.13% | 177 |
|
|
2017
Q1 | $3.04M | Sell |
28,763
-3,012
| -9% | -$318K | 0.13% | 174 |
|
|
2016
Q4 | $3.33M | Buy |
31,775
+4,258
| +15% | +$446K | 0.16% | 143 |
|
|
2016
Q3 | $3.08M | Sell |
27,517
-2,550
| -8% | -$285K | 0.16% | 133 |
|
|
2016
Q2 | $3.4M | Buy |
30,067
+19,295
| +179% | +$2.18M | 0.19% | 107 |
|
|
2016
Q1 | $1.15M | Sell |
10,772
-12,622
| -54% | -$1.35M | 0.16% | 138 |
|
|
2015
Q4 | $2.47M | Buy |
+23,394
| New | +$2.47M | 0.17% | 131 |
|