Prospera Financial Services’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 | $12.7M | Sell |
132,688
-23,019
| -15% | -$2.2M | 0.24% | 93 |
|
|
2025
Q1 | $14.8M | Buy |
155,707
+27,354
| +21% | +$2.61M | 0.34% | 68 |
|
|
2024
Q4 | $11.9M | Buy |
128,353
+23,733
| +23% | +$2.19M | 0.28% | 84 |
|
|
2024
Q3 | $10.3M | Buy |
104,620
+17,102
| +20% | +$1.68M | 0.26% | 82 |
|
|
2024
Q2 | $8.2M | Buy |
87,518
+53,156
| +155% | +$4.98M | 0.23% | 97 |
|
|
2024
Q1 | $3.25M | Sell |
34,362
-641
| -2% | -$60.7K | 0.1% | 232 |
|
|
2023
Q4 | $3.37M | Buy |
35,003
+11,885
| +51% | +$1.15M | 0.11% | 208 |
|
|
2023
Q3 | $2.12M | Sell |
23,118
-9,862
| -30% | -$903K | 0.08% | 262 |
|
|
2023
Q2 | $3.19M | Sell |
32,980
-19,931
| -38% | -$1.93M | 0.12% | 193 |
|
|
2023
Q1 | $5.24M | Buy |
52,911
+46,787
| +764% | +$4.64M | 0.22% | 118 |
|
|
2022
Q4 | $587K | Buy |
+6,124
| New | +$587K | 0.03% | 491 |
|
|
2022
Q2 | – | Sell |
-1,191
| Closed | -$128K | – | 2085 |
|
|
2022
Q1 | $128K | Buy |
+1,191
| New | +$128K | 0.01% | 1032 |
|
|
2021
Q1 | – | Sell |
-1,882
| Closed | -$226K | – | 761 |
|
|
2020
Q4 | $226K | Buy |
1,882
+653
| +53% | +$78.4K | 0.02% | 621 |
|
|
2020
Q3 | $150K | Sell |
1,229
-11,897
| -91% | -$1.45M | 0.06% | 303 |
|
|
2020
Q2 | $1.6M | Sell |
13,126
-18,033
| -58% | -$2.2M | 0.14% | 185 |
|
|
2020
Q1 | $3.79M | Buy |
+31,159
| New | +$3.79M | 0.4% | 46 |
|
|
2017
Q4 | – | Sell |
-5,046
| Closed | -$537K | – | 422 |
|
|
2017
Q3 | $537K | Sell |
5,046
-9,240
| -65% | -$983K | 0.08% | 224 |
|
|
2017
Q2 | $1.51M | Buy |
+14,286
| New | +$1.51M | 0.24% | 87 |
|
|
2016
Q4 | – | Sell |
-3,920
| Closed | -$439K | – | 400 |
|
|
2016
Q3 | $439K | Buy |
3,920
+320
| +9% | +$35.8K | 0.09% | 205 |
|
|
2016
Q2 | $407K | Sell |
3,600
-14
| -0.4% | -$1.58K | 0.08% | 201 |
|
|
2016
Q1 | $399K | Sell |
3,614
-225
| -6% | -$24.8K | 0.09% | 169 |
|
|
2015
Q4 | $405K | Sell |
3,839
-2,216
| -37% | -$234K | 0.09% | 152 |
|
|
2015
Q3 | $653K | Buy |
6,055
+1,928
| +47% | +$208K | 0.17% | 89 |
|
|
2015
Q2 | $433K | Sell |
4,127
-9,851
| -70% | -$1.03M | 0.1% | 148 |
|
|
2015
Q1 | $1.52M | Buy |
13,978
+1,285
| +10% | +$139K | 0.34% | 48 |
|
|
2014
Q4 | $1.35M | Buy |
12,693
+5,038
| +66% | +$534K | 0.34% | 51 |
|
|
2014
Q3 | $793K | Sell |
7,655
-22,939
| -75% | -$2.38M | 0.21% | 73 |
|
|
2014
Q2 | $3.17M | Buy |
30,594
+27,943
| +1,054% | +$2.89M | 0.86% | 24 |
|
|
2014
Q1 | $270K | Buy |
2,651
+291
| +12% | +$29.6K | 0.09% | 184 |
|
|
2013
Q4 | $234K | Sell |
2,360
-2,813
| -54% | -$279K | 0.08% | 203 |
|
|
2013
Q3 | $526K | Sell |
5,173
-5,544
| -52% | -$564K | 0.2% | 100 |
|
|
2013
Q2 | $1.1M | Buy |
+10,717
| New | +$1.1M | 0.51% | 50 |
|