Realta 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 | $469K | Sell |
4,901
-842
| -15% | -$80.6K | 0.19% | 119 |
|
|
2025
Q1 | $548K | Sell |
5,743
-194
| -3% | -$18.5K | 0.25% | 98 |
|
|
2024
Q4 | $548K | Sell |
5,937
-297
| -5% | -$27.4K | 0.22% | 96 |
|
|
2024
Q3 | $597K | Sell |
6,234
-609
| -9% | -$58.3K | 0.27% | 91 |
|
|
2024
Q2 | $641K | Buy |
6,843
+5,962
| +677% | +$558K | 0.13% | 182 |
|
|
2024
Q1 | $83.4K | Buy |
+881
| New | +$83.4K | 0.02% | 494 |
|
|
2023
Q4 | – | Sell |
-870
| Closed | -$84K | – | 582 |
|
|
2023
Q3 | $84K | Sell |
870
-57
| -6% | -$5.5K | 0.02% | 477 |
|
|
2023
Q2 | $89.5K | Buy |
+927
| New | +$89.5K | 0.02% | 493 |
|
|
2023
Q1 | – | Sell |
-1,037
| Closed | -$99.3K | – | 587 |
|
|
2022
Q4 | $99.3K | Sell |
1,037
-50
| -5% | -$4.79K | 0.02% | 476 |
|
|
2022
Q3 | $104K | Buy |
+1,087
| New | +$104K | 0.03% | 447 |
|
|
2020
Q1 | – | Sell |
-596
| Closed | -$67K | – | 802 |
|
|
2019
Q4 | $67K | Sell |
596
-58
| -9% | -$6.52K | 0.02% | 599 |
|
|
2019
Q3 | $72K | Sell |
654
-12
| -2% | -$1.32K | 0.02% | 576 |
|
|
2019
Q2 | $71K | Buy |
666
+52
| +8% | +$5.54K | 0.02% | 592 |
|
|
2019
Q1 | $64K | Buy |
+614
| New | +$64K | 0.03% | 493 |
|