IWC
Integrated Wealth Concepts’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 | $16.2M | Buy |
169,488
+54,951
| +48% | +$5.26M | 0.16% | 131 |
|
|
2025
Q1 | $10.9M | Buy |
114,537
+14,643
| +15% | +$1.4M | 0.13% | 157 |
|
|
2024
Q4 | $9.24M | Buy |
99,894
+2,213
| +2% | +$205K | 0.11% | 185 |
|
|
2024
Q3 | $9.58M | Buy |
97,681
+1,843
| +2% | +$181K | 0.12% | 175 |
|
|
2024
Q2 | $8.98M | Sell |
95,838
-2,104
| -2% | -$197K | 0.12% | 170 |
|
|
2024
Q1 | $9.27M | Buy |
97,942
+10,468
| +12% | +$991K | 0.13% | 167 |
|
|
2023
Q4 | $8.43M | Sell |
87,474
-14,752
| -14% | -$1.42M | 0.14% | 165 |
|
|
2023
Q3 | $9.36M | Sell |
102,226
-18,064
| -15% | -$1.65M | 0.17% | 146 |
|
|
2023
Q2 | $11.6M | Sell |
120,290
-12,939
| -10% | -$1.25M | 0.2% | 125 |
|
|
2023
Q1 | $13.2M | Sell |
133,229
-915,303
| -87% | -$90.7M | 0.27% | 87 |
|
|
2022
Q4 | $100M | Buy |
1,048,532
+970,397
| +1,242% | +$92.9M | 2.73% | 2 |
|
|
2022
Q3 | $7.5M | Buy |
78,135
+23,373
| +43% | +$2.24M | 0.24% | 91 |
|
|
2022
Q2 | $5.6M | Sell |
54,762
-7,873
| -13% | -$805K | 0.17% | 128 |
|
|
2022
Q1 | $6.73M | Buy |
62,635
+8,181
| +15% | +$879K | 0.21% | 105 |
|
|
2021
Q4 | $6.26M | Buy |
54,454
+22,854
| +72% | +$2.63M | 0.19% | 104 |
|
|
2021
Q3 | $3.64M | Sell |
31,600
-7,603
| -19% | -$876K | 0.12% | 154 |
|
|
2021
Q2 | $4.53M | Buy |
39,203
+24,811
| +172% | +$2.87M | 0.16% | 120 |
|
|
2021
Q1 | $1.63M | Buy |
14,392
+719
| +5% | +$81.2K | 0.07% | 217 |
|
|
2020
Q4 | $1.64M | Sell |
13,673
-24,679
| -64% | -$2.96M | 0.08% | 177 |
|
|
2020
Q3 | $4.67M | Sell |
38,352
-144,442
| -79% | -$17.6M | 0.29% | 73 |
|
|
2020
Q2 | $22.3M | Buy |
182,794
+42,767
| +31% | +$5.21M | 1.6% | 12 |
|
|
2020
Q1 | $17M | Buy |
140,027
+134,230
| +2,316% | +$16.3M | 1.57% | 15 |
|
|
2019
Q4 | $639K | Buy |
5,797
+2,681
| +86% | +$296K | 0.05% | 228 |
|
|
2019
Q3 | $350K | Sell |
3,116
-912
| -23% | -$102K | 0.04% | 276 |
|
|
2019
Q2 | $443K | Buy |
+4,028
| New | +$443K | 0.06% | 199 |
|
|
2019
Q1 | – | Sell |
-48,179
| Closed | -$5.02M | – | 335 |
|
|
2018
Q4 | $5.02M | Buy |
+48,179
| New | +$5.02M | 1.36% | 19 |
|
|
2018
Q1 | – | Sell |
-5,004
| Closed | -$526K | – | 203 |
|
|
2017
Q4 | $526K | Buy |
+5,004
| New | +$526K | 0.23% | 88 |
|