MG
Mather Group’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 | – | Sell |
-1,096
| Closed | -$105K | – | 1119 |
|
|
2025
Q1 | $105K | Buy |
1,096
+887
| +424% | +$84.6K | ﹤0.01% | 737 |
|
|
2024
Q4 | $19.3K | Sell |
209
-884
| -81% | -$81.7K | ﹤0.01% | 1085 |
|
|
2024
Q3 | $107K | Sell |
1,093
-2,923
| -73% | -$287K | ﹤0.01% | 720 |
|
|
2024
Q2 | $380K | Sell |
4,016
-582
| -13% | -$55.1K | ﹤0.01% | 474 |
|
|
2024
Q1 | $443K | Sell |
4,598
-730
| -14% | -$70.4K | 0.01% | 361 |
|
|
2023
Q4 | $514K | Sell |
5,328
-3,550
| -40% | -$342K | 0.01% | 348 |
|
|
2023
Q3 | $813K | Sell |
8,878
-6,072
| -41% | -$556K | 0.01% | 244 |
|
|
2023
Q2 | $1.44M | Sell |
14,950
-153,106
| -91% | -$14.8M | 0.02% | 180 |
|
|
2023
Q1 | $16.7M | Sell |
168,056
-37,066
| -18% | -$3.67M | 0.3% | 34 |
|
|
2022
Q4 | $19.6M | Sell |
205,122
-41,692
| -17% | -$3.99M | 0.38% | 31 |
|
|
2022
Q3 | $23.7M | Buy |
246,814
+99,373
| +67% | +$9.54M | 0.51% | 26 |
|
|
2022
Q2 | $15.1M | Sell |
147,441
-21,771
| -13% | -$2.23M | 0.34% | 31 |
|
|
2022
Q1 | $18.2M | Sell |
169,212
-64,153
| -27% | -$6.89M | 0.36% | 28 |
|
|
2021
Q4 | $26.8M | Sell |
233,365
-116,869
| -33% | -$13.4M | 0.53% | 26 |
|
|
2021
Q3 | $40.4M | Sell |
350,234
-181,414
| -34% | -$20.9M | 0.97% | 19 |
|
|
2021
Q2 | $61.4M | Sell |
531,648
-91,675
| -15% | -$10.6M | 1.55% | 16 |
|
|
2021
Q1 | $70.4M | Buy |
623,323
+57,506
| +10% | +$6.49M | 1.99% | 15 |
|
|
2020
Q4 | $67.9M | Buy |
565,817
+74,939
| +15% | +$8.99M | 2.21% | 15 |
|
|
2020
Q3 | $59.8M | Buy |
490,878
+36,096
| +8% | +$4.4M | 2.35% | 15 |
|
|
2020
Q2 | $55.4M | Buy |
454,782
+29,239
| +7% | +$3.56M | 2.54% | 14 |
|
|
2020
Q1 | $51.7M | Buy |
425,543
+17,386
| +4% | +$2.11M | 3.61% | 9 |
|
|
2019
Q4 | $45M | Buy |
408,157
+40,171
| +11% | +$4.43M | 2.82% | 13 |
|
|
2019
Q3 | $41.4M | Buy |
367,986
+29,243
| +9% | +$3.29M | 3.03% | 12 |
|
|
2019
Q2 | $37.3M | Buy |
338,743
+34,740
| +11% | +$3.82M | 3.01% | 13 |
|
|
2019
Q1 | $32.4M | Buy |
304,003
+38,262
| +14% | +$4.08M | 2.7% | 15 |
|
|
2018
Q4 | $27.7M | Buy |
265,741
+4,609
| +2% | +$480K | 2.54% | 15 |
|
|
2018
Q3 | $26.4M | Buy |
261,132
+42,360
| +19% | +$4.29M | 2.36% | 16 |
|
|
2018
Q2 | $22.4M | Buy |
+218,772
| New | +$22.4M | 2.19% | 17 |
|