Optimum 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 | $235K | Hold |
2,450
| – | – | 0.1% | 165 |
|
|
2025
Q1 | $234K | Hold |
2,450
| – | – | 0.11% | 154 |
|
|
2024
Q4 | $227K | Hold |
2,450
| – | – | 0.1% | 160 |
|
|
2024
Q3 | $240K | Hold |
2,450
| – | – | 0.1% | 172 |
|
|
2024
Q2 | $229K | Hold |
2,450
| – | – | 0.1% | 170 |
|
|
2024
Q1 | $232K | Hold |
2,450
| – | – | 0.11% | 174 |
|
|
2023
Q4 | $236K | Sell |
2,450
-1,500
| -38% | -$145K | 0.12% | 165 |
|
|
2023
Q3 | $362K | Hold |
3,950
| – | – | 0.19% | 122 |
|
|
2023
Q2 | $382K | Buy |
3,950
+300
| +8% | +$29K | 0.19% | 123 |
|
|
2023
Q1 | $362K | Hold |
3,650
| – | – | 0.19% | 124 |
|
|
2022
Q4 | $350K | Hold |
3,650
| – | – | 0.19% | 127 |
|
|
2022
Q3 | $350K | Hold |
3,650
| – | – | 0.19% | 123 |
|
|
2022
Q2 | $373K | Buy |
3,650
+1,500
| +70% | +$153K | 0.19% | 120 |
|
|
2022
Q1 | $231K | Hold |
2,150
| – | – | 0.1% | 183 |
|
|
2021
Q4 | $247K | Hold |
2,150
| – | – | 0.1% | 193 |
|
|
2021
Q3 | $248K | Sell |
2,150
-133
| -6% | -$15.3K | 0.1% | 185 |
|
|
2021
Q2 | $264K | Hold |
2,283
| – | – | 0.08% | 216 |
|
|
2021
Q1 | $258K | Hold |
2,283
| – | – | 0.08% | 223 |
|
|
2020
Q4 | $274K | Hold |
2,283
| – | – | 0.08% | 205 |
|
|
2020
Q3 | $278K | Hold |
2,283
| – | – | 0.09% | 192 |
|
|
2020
Q2 | $278K | Buy |
2,283
+750
| +49% | +$91.3K | 0.1% | 194 |
|
|
2020
Q1 | $186K | Hold |
1,533
| – | – | 0.08% | 226 |
|
|
2019
Q4 | $169K | Hold |
1,533
| – | – | 0.05% | 306 |
|
|
2019
Q3 | $172K | Hold |
1,533
| – | – | 0.05% | 294 |
|
|
2019
Q2 | $169K | Sell |
1,533
-1,000
| -39% | -$110K | 0.05% | 293 |
|
|
2019
Q1 | $270K | Hold |
2,533
| – | – | 0.09% | 227 |
|
|
2018
Q4 | $264K | Hold |
2,533
| – | – | 0.09% | 209 |
|
|
2018
Q3 | $256K | Hold |
2,533
| – | – | 0.07% | 259 |
|
|
2018
Q2 | $260K | Sell |
2,533
-104
| -4% | -$10.7K | 0.07% | 255 |
|
|
2018
Q1 | $272K | Sell |
2,637
-500
| -16% | -$51.6K | 0.08% | 242 |
|
|
2017
Q4 | $331K | Hold |
3,137
| – | – | 0.11% | 217 |
|
|
2017
Q3 | $334K | Hold |
3,137
| – | – | 0.11% | 208 |
|
|
2017
Q2 | $334K | Hold |
3,137
| – | – | 0.12% | 200 |
|
|
2017
Q1 | $331K | Hold |
3,137
| – | – | 0.12% | 206 |
|
|
2016
Q4 | $329K | Sell |
3,137
-2,500
| -44% | -$262K | 0.12% | 204 |
|
|
2016
Q3 | $631K | Sell |
5,637
-500
| -8% | -$56K | 0.24% | 122 |
|
|
2016
Q2 | $693K | Hold |
6,137
| – | – | 0.27% | 112 |
|
|
2016
Q1 | $677K | Buy |
+6,137
| New | +$677K | 0.27% | 115 |
|
|
2015
Q1 | $11K | Hold |
104
| – | – | ﹤0.01% | 791 |
|
|
2014
Q4 | $11K | Hold |
104
| – | – | ﹤0.01% | 828 |
|
|
2014
Q3 | $11K | Hold |
104
| – | – | ﹤0.01% | 749 |
|
|
2014
Q2 | $11K | Hold |
104
| – | – | ﹤0.01% | 759 |
|
|
2014
Q1 | $11K | Hold |
104
| – | – | ﹤0.01% | 588 |
|
|
2013
Q4 | $10K | Buy |
+104
| New | +$10K | ﹤0.01% | 612 |
|