LFAS
Level Four Advisory 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 | $563K | Sell |
5,880
-3,252
| -36% | -$311K | 0.02% | 490 |
|
|
2025
Q1 | $871K | Sell |
9,132
-42,683
| -82% | -$4.07M | 0.04% | 379 |
|
|
2024
Q4 | $4.79M | Sell |
51,815
-12,725
| -20% | -$1.18M | 0.2% | 141 |
|
|
2024
Q3 | $6.1M | Buy |
64,540
+3,239
| +5% | +$306K | 0.26% | 111 |
|
|
2024
Q2 | $5.74M | Buy |
61,301
+11,140
| +22% | +$1.04M | 0.26% | 106 |
|
|
2024
Q1 | $4.83M | Hold |
50,161
| – | – | 0.27% | 98 |
|
|
2023
Q4 | $4.83M | Buy |
50,161
+544
| +1% | +$52.4K | 0.27% | 92 |
|
|
2023
Q3 | $4.54M | Sell |
49,617
-648
| -1% | -$59.4K | 0.29% | 84 |
|
|
2023
Q2 | $4.86M | Buy |
50,265
+24,169
| +93% | +$2.33M | 0.29% | 80 |
|
|
2023
Q1 | $2.59M | Buy |
26,096
+1,929
| +8% | +$191K | 0.17% | 144 |
|
|
2022
Q4 | $2.31M | Buy |
24,167
+19,602
| +429% | +$1.88M | 0.17% | 144 |
|
|
2022
Q3 | $438K | Sell |
4,565
-243
| -5% | -$23.3K | 0.04% | 335 |
|
|
2022
Q2 | $492K | Sell |
4,808
-130,861
| -96% | -$13.4M | 0.05% | 338 |
|
|
2022
Q1 | $14.6M | Buy |
135,669
+58,412
| +76% | +$6.28M | 1.14% | 10 |
|
|
2021
Q4 | $8.89M | Buy |
77,257
+2,747
| +4% | +$316K | 0.68% | 25 |
|
|
2021
Q3 | $8.59M | Buy |
74,510
+1,030
| +1% | +$119K | 0.89% | 18 |
|
|
2021
Q2 | $8.49M | Buy |
73,480
+17,826
| +32% | +$2.06M | 0.59% | 33 |
|
|
2021
Q1 | $6.29M | Buy |
55,654
+12,242
| +28% | +$1.38M | 0.49% | 39 |
|
|
2020
Q4 | $5.21M | Sell |
43,412
-33,833
| -44% | -$4.06M | 0.42% | 53 |
|
|
2020
Q3 | $9.41M | Buy |
77,245
+4,318
| +6% | +$526K | 0.72% | 21 |
|
|
2020
Q2 | $8.88M | Sell |
72,927
-1,761
| -2% | -$215K | 0.69% | 23 |
|
|
2020
Q1 | $9.07M | Buy |
74,688
+46,065
| +161% | +$5.59M | 1.09% | 13 |
|
|
2019
Q4 | $3.15M | Buy |
28,623
+5,906
| +26% | +$651K | 0.12% | 180 |
|
|
2019
Q3 | $2.56M | Buy |
22,717
+1,249
| +6% | +$140K | 0.26% | 83 |
|
|
2019
Q2 | $2.36M | Buy |
21,468
+13,371
| +165% | +$1.47M | 0.24% | 96 |
|
|
2019
Q1 | $863K | Buy |
8,097
+3,877
| +92% | +$413K | 0.1% | 213 |
|
|
2018
Q4 | $440K | Sell |
4,220
-3,046
| -42% | -$318K | 0.05% | 322 |
|
|
2018
Q3 | $735K | Sell |
7,266
-352
| -5% | -$35.6K | 0.08% | 263 |
|
|
2018
Q2 | $781K | Sell |
7,618
-31
| -0.4% | -$3.18K | 0.06% | 286 |
|
|
2018
Q1 | $789K | Buy |
7,649
+32
| +0.4% | +$3.3K | 0.06% | 273 |
|
|
2017
Q4 | $804K | Buy |
7,617
+5,065
| +198% | +$535K | 0.06% | 282 |
|
|
2017
Q3 | $272K | Buy |
+2,552
| New | +$272K | 0.02% | 436 |
|