Kovack Advisors’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 | $289K | Buy |
+3,015
| New | +$289K | 0.03% | 472 |
|
|
2023
Q4 | – | Sell |
-2,217
| Closed | -$203K | – | 591 |
|
|
2023
Q3 | $203K | Buy |
+2,217
| New | +$203K | 0.03% | 486 |
|
|
2021
Q4 | – | Sell |
-1,802
| Closed | -$208K | – | 712 |
|
|
2021
Q3 | $208K | Buy |
1,802
+4
| +0.2% | +$462 | 0.02% | 644 |
|
|
2021
Q2 | $208K | Sell |
1,798
-362
| -17% | -$41.9K | 0.02% | 632 |
|
|
2021
Q1 | $244K | Buy |
2,160
+167
| +8% | +$18.9K | 0.03% | 530 |
|
|
2020
Q4 | $239K | Sell |
1,993
-223
| -10% | -$26.7K | 0.03% | 469 |
|
|
2020
Q3 | $270K | Sell |
2,216
-133
| -6% | -$16.2K | 0.05% | 350 |
|
|
2020
Q2 | $286K | Buy |
2,349
+32
| +1% | +$3.9K | 0.06% | 334 |
|
|
2020
Q1 | $281K | Sell |
2,317
-1,874
| -45% | -$227K | 0.06% | 301 |
|
|
2019
Q4 | $462K | Sell |
4,191
-323
| -7% | -$35.6K | 0.08% | 260 |
|
|
2019
Q3 | $508K | Buy |
+4,514
| New | +$508K | 0.1% | 227 |
|
|
2016
Q2 | – | Sell |
-2,724
| Closed | -$301K | – | 261 |
|
|
2016
Q1 | $301K | Buy |
+2,724
| New | +$301K | 0.19% | 133 |
|