OneDigital Investment 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 | $17.7M | Buy |
185,125
+113,033
| +157% | +$10.8M | 0.2% | 105 |
|
|
2025
Q1 | $6.88M | Buy |
72,092
+19,089
| +36% | +$1.82M | 0.08% | 190 |
|
|
2024
Q4 | $4.9M | Sell |
53,003
-1,167
| -2% | -$108K | 0.06% | 244 |
|
|
2024
Q3 | $5.32M | Buy |
54,170
+206
| +0.4% | +$20.2K | 0.06% | 242 |
|
|
2024
Q2 | $5.05M | Sell |
53,964
-29,063
| -35% | -$2.72M | 0.06% | 230 |
|
|
2024
Q1 | $7.86M | Sell |
83,027
-19,432
| -19% | -$1.84M | 0.12% | 156 |
|
|
2023
Q4 | $9.88M | Buy |
102,459
+13,186
| +15% | +$1.27M | 0.17% | 121 |
|
|
2023
Q3 | $8.18M | Sell |
89,273
-42,928
| -32% | -$3.93M | 0.18% | 111 |
|
|
2023
Q2 | $12.8M | Sell |
132,201
-12,421
| -9% | -$1.2M | 0.28% | 75 |
|
|
2023
Q1 | $14.3M | Buy |
144,622
+32,896
| +29% | +$3.26M | 0.34% | 64 |
|
|
2022
Q4 | $10.7M | Buy |
111,726
+53,269
| +91% | +$5.1M | 0.31% | 71 |
|
|
2022
Q3 | $5.61M | Buy |
58,457
+25,355
| +77% | +$2.43M | 0.21% | 76 |
|
|
2022
Q2 | $3.39M | Buy |
33,102
+4,556
| +16% | +$466K | 0.15% | 101 |
|
|
2022
Q1 | $3.07M | Sell |
28,546
-2,901
| -9% | -$312K | 0.12% | 116 |
|
|
2021
Q4 | $3.62M | Buy |
31,447
+2,856
| +10% | +$328K | 0.13% | 102 |
|
|
2021
Q3 | $3.29M | Sell |
28,591
-581
| -2% | -$66.9K | 0.13% | 106 |
|
|
2021
Q2 | $3.37M | Buy |
29,172
+1,787
| +7% | +$206K | 0.14% | 97 |
|
|
2021
Q1 | $3.09M | Buy |
27,385
+11,744
| +75% | +$1.33M | 0.14% | 99 |
|
|
2020
Q4 | $1.88M | Buy |
15,641
+780
| +5% | +$93.6K | 0.1% | 148 |
|
|
2020
Q3 | $1.81M | Buy |
14,861
+1,068
| +8% | +$130K | 0.13% | 133 |
|
|
2020
Q2 | $1.68M | Buy |
13,793
+2,407
| +21% | +$293K | 0.12% | 153 |
|
|
2020
Q1 | $1.38M | Buy |
11,386
+5,242
| +85% | +$637K | 0.12% | 155 |
|
|
2019
Q4 | $677K | Buy |
6,144
+1,014
| +20% | +$112K | 0.05% | 240 |
|
|
2019
Q3 | $577K | Buy |
5,130
+558
| +12% | +$62.8K | 0.05% | 250 |
|
|
2019
Q2 | $503K | Buy |
+4,572
| New | +$503K | 0.04% | 251 |
|
|
2018
Q4 | – | Sell |
-1,642
| Closed | -$166K | – | 1185 |
|
|
2018
Q3 | $166K | Buy |
1,642
+916
| +126% | +$92.6K | 0.04% | 203 |
|
|
2018
Q2 | $74K | Hold |
726
| – | – | 0.02% | 395 |
|
|
2018
Q1 | $75K | Buy |
+726
| New | +$75K | 0.02% | 411 |
|