IWS
Insight Wealth Strategies’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 | $3.15M | Sell |
33,065
-228,847
| -87% | -$21.8M | 0.4% | 76 |
|
|
2025
Q1 | $25M | Buy |
261,912
+3,915
| +2% | +$373K | 3.36% | 5 |
|
|
2024
Q4 | $23.9M | Buy |
257,997
+6,458
| +3% | +$597K | 3.2% | 8 |
|
|
2024
Q3 | $24.7M | Buy |
251,539
+65,116
| +35% | +$6.39M | 3.25% | 10 |
|
|
2024
Q2 | $17.5M | Buy |
186,423
+6,921
| +4% | +$648K | 2.48% | 11 |
|
|
2024
Q1 | $17M | Sell |
179,502
-26,712
| -13% | -$2.53M | 2.49% | 11 |
|
|
2023
Q4 | $19.9M | Buy |
206,214
+20,136
| +11% | +$1.94M | 3.21% | 10 |
|
|
2023
Q3 | $17M | Buy |
186,078
+2,870
| +2% | +$263K | 3.29% | 11 |
|
|
2023
Q2 | $17.7M | Buy |
+183,208
| New | +$17.7M | 3.39% | 13 |
|
|
2023
Q1 | – | Sell |
-38,214
| Closed | -$3.66M | – | 139 |
|
|
2022
Q4 | $3.66M | Buy |
38,214
+35,983
| +1,613% | +$3.45M | 0.71% | 23 |
|
|
2022
Q3 | $228K | Hold |
2,231
| – | – | 0.04% | 136 |
|
|
2022
Q2 | $228K | Sell |
2,231
-479
| -18% | -$49K | 0.04% | 136 |
|
|
2022
Q1 | $291K | Sell |
2,710
-38,789
| -93% | -$4.17M | 0.04% | 139 |
|
|
2021
Q4 | $4.77M | Sell |
41,499
-164,951
| -80% | -$19M | 0.68% | 24 |
|
|
2021
Q3 | $23.8M | Buy |
206,450
+3,690
| +2% | +$425K | 3.35% | 13 |
|
|
2021
Q2 | $23.4M | Sell |
202,760
-6,929
| -3% | -$800K | 3.33% | 15 |
|
|
2021
Q1 | $23.7M | Buy |
209,689
+7,007
| +3% | +$791K | 3.17% | 15 |
|
|
2020
Q4 | $24.3M | Buy |
202,682
+6,924
| +4% | +$831K | 4.13% | 7 |
|
|
2020
Q3 | $23.8M | Sell |
195,758
-61,992
| -24% | -$7.55M | 4.43% | 5 |
|
|
2020
Q2 | $31.4M | Buy |
257,750
+12,685
| +5% | +$1.55M | 6.99% | 1 |
|
|
2020
Q1 | $29.8M | Buy |
245,065
+222,822
| +1,002% | +$27.1M | 7.92% | 1 |
|
|
2019
Q4 | $2.45M | Sell |
22,243
-17,958
| -45% | -$1.98M | 0.52% | 35 |
|
|
2019
Q3 | $4.52M | Buy |
40,201
+26,737
| +199% | +$3.01M | 1.06% | 19 |
|
|
2019
Q2 | $1.48M | Sell |
13,464
-1,018
| -7% | -$112K | 0.36% | 51 |
|
|
2019
Q1 | $1.55M | Buy |
14,482
+8,019
| +124% | +$856K | 0.43% | 44 |
|
|
2018
Q4 | $673K | Buy |
+6,463
| New | +$673K | 0.21% | 69 |
|