KPWS
Kestra Private Wealth Services’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 | $3.65M | Sell |
38,143
-7,763
| -17% | -$743K | 0.05% | 347 |
|
|
2025
Q1 | $4.38M | Buy |
45,906
+5,219
| +13% | +$498K | 0.07% | 272 |
|
|
2024
Q4 | $3.76M | Sell |
40,687
-5,614
| -12% | -$519K | 0.06% | 297 |
|
|
2024
Q3 | $4.54M | Sell |
46,301
-2,637
| -5% | -$259K | 0.08% | 241 |
|
|
2024
Q2 | $4.58M | Buy |
48,938
+8,814
| +22% | +$825K | 0.09% | 232 |
|
|
2024
Q1 | $3.8M | Buy |
40,124
+27,848
| +227% | +$2.64M | 0.09% | 251 |
|
|
2023
Q4 | $1.18M | Sell |
12,276
-43,010
| -78% | -$4.15M | 0.03% | 482 |
|
|
2023
Q3 | $5.06M | Buy |
55,286
+35,986
| +186% | +$3.3M | 0.16% | 150 |
|
|
2023
Q2 | $1.86M | Sell |
19,300
-4,390
| -19% | -$424K | 0.06% | 310 |
|
|
2023
Q1 | $2.35M | Buy |
23,690
+4,226
| +22% | +$419K | 0.09% | 234 |
|
|
2022
Q4 | $1.86M | Sell |
19,464
-31,871
| -62% | -$3.05M | 0.09% | 251 |
|
|
2022
Q3 | $4.93M | Buy |
51,335
+117
| +0.2% | +$11.2K | 0.29% | 93 |
|
|
2022
Q2 | $5.24M | Sell |
51,218
-14,707
| -22% | -$1.5M | 0.3% | 84 |
|
|
2022
Q1 | $7.09M | Buy |
65,925
+8,276
| +14% | +$889K | 0.35% | 66 |
|
|
2021
Q4 | $6.63M | Sell |
57,649
-1,834
| -3% | -$211K | 0.32% | 74 |
|
|
2021
Q3 | $6.85M | Sell |
59,483
-852
| -1% | -$98.2K | 0.38% | 53 |
|
|
2021
Q2 | $6.97M | Buy |
60,335
+1,673
| +3% | +$193K | 0.42% | 45 |
|
|
2021
Q1 | $6.63M | Buy |
58,662
+2,465
| +4% | +$278K | 0.46% | 45 |
|
|
2020
Q4 | $6.74M | Sell |
56,197
-8,771
| -14% | -$1.05M | 0.5% | 40 |
|
|
2020
Q3 | $7.91M | Buy |
+64,968
| New | +$7.91M | 0.69% | 24 |
|