Lido 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 | $2.81M | Sell |
29,325
-1,702
| -5% | -$163K | 0.01% | 464 |
|
|
2025
Q1 | $2.96M | Sell |
31,027
-14,464
| -32% | -$1.38M | 0.01% | 430 |
|
|
2024
Q4 | $4.21M | Buy |
45,491
+19
| +0% | +$1.76K | 0.02% | 340 |
|
|
2024
Q3 | $4.46M | Sell |
45,472
-11,537
| -20% | -$1.13M | 0.02% | 304 |
|
|
2024
Q2 | $5.34M | Buy |
57,009
+11,584
| +26% | +$1.08M | 0.03% | 260 |
|
|
2024
Q1 | $4.3M | Buy |
45,425
+5,318
| +13% | +$503K | 0.03% | 287 |
|
|
2023
Q4 | $3.87M | Sell |
40,107
-15,495
| -28% | -$1.49M | 0.03% | 281 |
|
|
2023
Q3 | $5.09M | Sell |
55,602
-5,213
| -9% | -$477K | 0.04% | 224 |
|
|
2023
Q2 | $5.87M | Sell |
60,815
-1,543
| -2% | -$149K | 0.04% | 191 |
|
|
2023
Q1 | $6.18M | Sell |
62,358
-5,186
| -8% | -$514K | 0.06% | 172 |
|
|
2022
Q4 | $6.47M | Sell |
67,544
-11,577
| -15% | -$1.11M | 0.08% | 127 |
|
|
2022
Q3 | $7.59M | Sell |
79,121
-12
| -0% | -$1.15K | 0.1% | 98 |
|
|
2022
Q2 | $8.1M | Sell |
79,133
-12,168
| -13% | -$1.24M | 0.11% | 88 |
|
|
2022
Q1 | $9.81M | Sell |
91,301
-60,153
| -40% | -$6.46M | 0.11% | 91 |
|
|
2021
Q4 | $17.4M | Buy |
151,454
+35,144
| +30% | +$4.04M | 0.19% | 52 |
|
|
2021
Q3 | $13.4M | Buy |
116,310
+12,313
| +12% | +$1.42M | 0.19% | 62 |
|
|
2021
Q2 | $12M | Buy |
103,997
+14,326
| +16% | +$1.65M | 0.17% | 65 |
|
|
2021
Q1 | $10.1M | Buy |
89,671
+422
| +0.5% | +$47.7K | 0.17% | 74 |
|
|
2020
Q4 | $10.7M | Sell |
89,249
-347
| -0.4% | -$41.6K | 0.22% | 51 |
|
|
2020
Q3 | $10.9M | Buy |
89,596
+1,437
| +2% | +$175K | 0.28% | 38 |
|
|
2020
Q2 | $10.7M | Sell |
88,159
-870
| -1% | -$106K | 0.32% | 37 |
|
|
2020
Q1 | $10.8M | Sell |
89,029
-5,037
| -5% | -$612K | 0.46% | 24 |
|
|
2019
Q4 | $10.4M | Sell |
94,066
-7,076
| -7% | -$780K | 0.41% | 32 |
|
|
2019
Q3 | $11.4M | Buy |
101,142
+3,923
| +4% | +$441K | 0.58% | 24 |
|
|
2019
Q2 | $10.7M | Sell |
97,219
-2,028
| -2% | -$223K | 0.61% | 28 |
|
|
2019
Q1 | $10.6M | Buy |
99,247
+93,543
| +1,640% | +$9.98M | 0.69% | 27 |
|
|
2018
Q4 | $594K | Buy |
5,704
+1,342
| +31% | +$140K | 0.06% | 182 |
|
|
2018
Q3 | $441K | Sell |
4,362
-78
| -2% | -$7.89K | 0.04% | 250 |
|
|
2018
Q2 | $455K | Buy |
4,440
+49
| +1% | +$5.02K | 0.05% | 214 |
|
|
2018
Q1 | $453K | Buy |
4,391
+2
| +0% | +$206 | 0.06% | 196 |
|
|
2017
Q4 | $463K | Buy |
4,389
+510
| +13% | +$53.8K | 0.07% | 150 |
|
|
2017
Q3 | $411K | Buy |
3,879
+69
| +2% | +$7.31K | 0.07% | 160 |
|
|
2017
Q2 | $406K | Buy |
3,810
+1
| +0% | +$107 | 0.08% | 133 |
|
|
2017
Q1 | $403K | Buy |
+3,809
| New | +$403K | 0.11% | 117 |
|
|
2016
Q4 | – | Sell |
-3,958
| Closed | -$443K | – | 227 |
|
|
2016
Q3 | $443K | Buy |
3,958
+88
| +2% | +$9.85K | 0.14% | 75 |
|
|
2016
Q2 | $437K | Buy |
3,870
+3
| +0.1% | +$339 | 0.13% | 73 |
|
|
2016
Q1 | $427K | Buy |
+3,867
| New | +$427K | 0.14% | 66 |
|