Prism 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 | $1.36M | Buy |
14,179
+3,954
| +39% | +$379K | 0.39% | 39 |
|
|
2025
Q1 | $975K | Sell |
10,225
-307
| -3% | -$29.3K | 0.3% | 37 |
|
|
2024
Q4 | $974K | Buy |
10,532
+1,318
| +14% | +$122K | 0.29% | 37 |
|
|
2024
Q3 | $904K | Buy |
9,214
+751
| +9% | +$73.7K | 0.26% | 39 |
|
|
2024
Q2 | $793K | Buy |
8,463
+2,213
| +35% | +$207K | 0.24% | 38 |
|
|
2024
Q1 | $592K | Buy |
6,250
+618
| +11% | +$58.5K | 0.18% | 38 |
|
|
2023
Q4 | $543K | Buy |
5,632
+1,552
| +38% | +$150K | 0.17% | 42 |
|
|
2023
Q3 | $374K | Buy |
4,080
+691
| +20% | +$63.3K | 0.13% | 43 |
|
|
2023
Q2 | $327K | Buy |
3,389
+228
| +7% | +$22K | 0.11% | 42 |
|
|
2023
Q1 | $313K | Buy |
3,161
+490
| +18% | +$48.6K | 0.11% | 40 |
|
|
2022
Q4 | $256K | Sell |
2,671
-42
| -2% | -$4.02K | 0.09% | 40 |
|
|
2022
Q3 | $260K | Sell |
2,713
-85
| -3% | -$8.15K | 0.1% | 45 |
|
|
2022
Q2 | $286K | Sell |
2,798
-280
| -9% | -$28.6K | 0.11% | 40 |
|
|
2022
Q1 | $331K | Sell |
3,078
-484
| -14% | -$52K | 0.11% | 38 |
|
|
2021
Q4 | $410K | Buy |
3,562
+868
| +32% | +$99.9K | 0.13% | 38 |
|
|
2021
Q3 | $310K | Buy |
2,694
+151
| +6% | +$17.4K | 0.11% | 40 |
|
|
2021
Q2 | $294K | Buy |
2,543
+101
| +4% | +$11.7K | 0.1% | 42 |
|
|
2021
Q1 | $276K | Buy |
2,442
+349
| +17% | +$39.4K | 0.1% | 40 |
|
|
2020
Q4 | $251K | Buy |
2,093
+191
| +10% | +$22.9K | 0.09% | 46 |
|
|
2020
Q3 | $232K | Buy |
+1,902
| New | +$232K | 0.1% | 41 |
|