Kestra Advisory Services’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 | $7.49M | Buy |
78,202
+49,758
| +175% | +$4.77M | 0.04% | 470 |
|
|
2025
Q1 | $2.71M | Sell |
28,444
-280,227
| -91% | -$26.7M | 0.01% | 851 |
|
|
2024
Q4 | $28.5M | Sell |
308,671
-35,272
| -10% | -$3.26M | 0.16% | 120 |
|
|
2024
Q3 | $33.7M | Buy |
343,943
+47,062
| +16% | +$4.62M | 0.19% | 114 |
|
|
2024
Q2 | $27.3M | Buy |
296,881
+150,373
| +103% | +$13.8M | 0.15% | 140 |
|
|
2024
Q1 | $13.9M | Sell |
146,508
-15,701
| -10% | -$1.49M | 0.09% | 233 |
|
|
2023
Q4 | $15.6M | Buy |
162,209
+70,563
| +77% | +$6.8M | 0.13% | 168 |
|
|
2023
Q3 | $8.39M | Sell |
91,646
-10,655
| -10% | -$976K | 0.08% | 262 |
|
|
2023
Q2 | $9.88M | Sell |
102,301
-98,411
| -49% | -$9.51M | 0.1% | 227 |
|
|
2023
Q1 | $19.9M | Buy |
200,712
+111,131
| +124% | +$11M | 0.22% | 102 |
|
|
2022
Q4 | $8.58M | Buy |
89,581
+1,214
| +1% | +$116K | 0.08% | 282 |
|
|
2022
Q3 | $8.48M | Sell |
88,367
-103,654
| -54% | -$9.95M | 0.09% | 247 |
|
|
2022
Q2 | $19.6M | Buy |
192,021
+108,720
| +131% | +$11.1M | 0.2% | 108 |
|
|
2022
Q1 | $8.95M | Sell |
83,301
-816
| -1% | -$87.7K | 0.09% | 244 |
|
|
2021
Q4 | $9.67M | Buy |
84,117
+3,937
| +5% | +$453K | 0.1% | 230 |
|
|
2021
Q3 | $9.24M | Buy |
80,180
+8,187
| +11% | +$943K | 0.09% | 240 |
|
|
2021
Q2 | $8.31M | Buy |
71,993
+8,915
| +14% | +$1.03M | 0.09% | 235 |
|
|
2021
Q1 | $7.12M | Sell |
63,078
-43,244
| -41% | -$4.88M | 0.09% | 254 |
|
|
2020
Q4 | $12.7M | Buy |
106,322
+11,024
| +12% | +$1.32M | 0.15% | 162 |
|
|
2020
Q3 | $12.3M | Buy |
+95,298
| New | +$12.3M | 0.23% | 112 |
|