IIA
IPG Investment 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 | $5.6M | Sell |
58,441
-69,788
| -54% | -$6.68M | 1.09% | 24 |
|
|
2025
Q1 | $12.2M | Buy |
128,229
+9,404
| +8% | +$897K | 2.77% | 11 |
|
|
2024
Q4 | $11M | Buy |
118,825
+58,634
| +97% | +$5.42M | 2.5% | 11 |
|
|
2024
Q3 | $5.91M | Sell |
60,191
-62,866
| -51% | -$6.17M | 1.29% | 21 |
|
|
2024
Q2 | $11.5M | Buy |
123,057
+2,143
| +2% | +$201K | 2.52% | 10 |
|
|
2024
Q1 | $11.4M | Sell |
120,914
-513
| -0.4% | -$48.6K | 2.5% | 14 |
|
|
2023
Q4 | $11.7M | Sell |
121,427
-33,338
| -22% | -$3.22M | 2.34% | 13 |
|
|
2023
Q3 | $14.2M | Buy |
154,765
+42,809
| +38% | +$3.92M | 3.12% | 6 |
|
|
2023
Q2 | $10.8M | Buy |
111,956
+24,957
| +29% | +$2.41M | 2.36% | 14 |
|
|
2023
Q1 | $8.62M | Buy |
86,999
+67,245
| +340% | +$6.67M | 1.97% | 16 |
|
|
2022
Q4 | $1.89M | Sell |
19,754
-1,285
| -6% | -$123K | 0.53% | 35 |
|
|
2022
Q3 | $2.02M | Hold |
21,039
| – | – | 0.57% | 37 |
|
|
2022
Q2 | $2.15M | Hold |
21,039
| – | – | 0.54% | 33 |
|
|
2022
Q1 | $2.26M | Buy |
+21,039
| New | +$2.26M | 0.43% | 37 |
|
|
2021
Q2 | – | Sell |
-15,224
| Closed | -$1.72M | – | 177 |
|
|
2021
Q1 | $1.72M | Hold |
15,224
| – | – | 0.34% | 51 |
|
|
2020
Q4 | $1.83M | Buy |
15,224
+700
| +5% | +$84K | 0.42% | 43 |
|
|
2020
Q3 | $1.77M | Hold |
14,524
| – | – | 0.51% | 39 |
|
|
2020
Q2 | $1.77M | Sell |
14,524
-184
| -1% | -$22.4K | 0.6% | 36 |
|
|
2020
Q1 | $1.79M | Buy |
14,708
+184
| +1% | +$22.4K | 0.75% | 31 |
|
|
2019
Q4 | $1.6M | Buy |
14,524
+742
| +5% | +$81.8K | 0.51% | 43 |
|
|
2019
Q3 | $1.55M | Hold |
13,782
| – | – | 0.54% | 41 |
|
|
2019
Q2 | $1.52M | Hold |
13,782
| – | – | 0.55% | 38 |
|
|
2019
Q1 | $1.47M | Hold |
13,782
| – | – | 0.5% | 40 |
|
|
2018
Q4 | $1.44M | Buy |
+13,782
| New | +$1.44M | 0.55% | 36 |
|
|
2017
Q3 | – | Sell |
-4,800
| Closed | -$512K | – | 150 |
|
|
2017
Q2 | $512K | Buy |
+4,800
| New | +$512K | 0.21% | 65 |
|