LFA
LifeGuide Financial Advisors’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 | $38.5M | Buy |
401,998
+11,464
| +3% | +$1.1M | 14.21% | 3 |
|
|
2025
Q1 | $37.2M | Buy |
390,534
+32,306
| +9% | +$3.08M | 15.2% | 3 |
|
|
2024
Q4 | $33.1M | Buy |
358,228
+20,520
| +6% | +$1.9M | 14.21% | 3 |
|
|
2024
Q3 | $33.1M | Buy |
337,708
+19,478
| +6% | +$1.91M | 14.13% | 3 |
|
|
2024
Q2 | $29.8M | Buy |
318,230
+19,684
| +7% | +$1.84M | 14.48% | 3 |
|
|
2024
Q1 | $28.3M | Buy |
298,546
+32,841
| +12% | +$3.11M | 14.23% | 3 |
|
|
2023
Q4 | $25.6M | Sell |
265,705
-11,832
| -4% | -$1.14M | 13.54% | 3 |
|
|
2023
Q3 | $25.4M | Buy |
277,537
+43,711
| +19% | +$4M | 14.85% | 3 |
|
|
2023
Q2 | $22.6M | Buy |
233,826
+20,115
| +9% | +$1.94M | 15.27% | 3 |
|
|
2023
Q1 | $21.2M | Buy |
213,711
+10,503
| +5% | +$1.04M | 17.04% | 3 |
|
|
2022
Q4 | $19.5M | Sell |
203,208
-13,716
| -6% | -$1.31M | 16.87% | 3 |
|
|
2022
Q3 | $20.8M | Buy |
216,924
+7,606
| +4% | +$730K | 20.36% | 3 |
|
|
2022
Q2 | $21.4M | Sell |
209,318
-37,243
| -15% | -$3.81M | 19.55% | 3 |
|
|
2022
Q1 | $26.5M | Buy |
246,561
+8,299
| +3% | +$892K | 20.45% | 2 |
|
|
2021
Q4 | $27.4M | Buy |
+238,262
| New | +$27.4M | 20.43% | 3 |
|