RIA
RPG Investment Advisory’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-21,510
| Closed | -$1.99M | – | 101 |
|
|
2024
Q4 | $1.99M | Sell |
21,510
-3,300
| -13% | -$305K | 0.27% | 56 |
|
|
2024
Q3 | $2.43M | Sell |
24,810
-4,814
| -16% | -$472K | 0.35% | 56 |
|
|
2024
Q2 | $2.77M | Sell |
29,624
-14,932
| -34% | -$1.4M | 0.41% | 54 |
|
|
2024
Q1 | $4.22M | Sell |
44,556
-10,903
| -20% | -$1.03M | 0.63% | 51 |
|
|
2023
Q4 | $5.35M | Buy |
+55,459
| New | +$5.35M | 0.87% | 48 |
|
|
2019
Q3 | – | Sell |
-51
| Closed | -$6K | – | 271 |
|
|
2019
Q2 | $6K | Hold |
51
| – | – | ﹤0.01% | 204 |
|
|
2019
Q1 | $5K | Hold |
51
| – | – | ﹤0.01% | 228 |
|
|
2018
Q4 | $5K | Buy |
51
+1
| +2% | +$98 | ﹤0.01% | 225 |
|
|
2018
Q3 | $5K | Hold |
50
| – | – | ﹤0.01% | 247 |
|
|
2018
Q2 | $5K | Sell |
50
-201
| -80% | -$20.1K | ﹤0.01% | 255 |
|
|
2018
Q1 | $26K | Sell |
251
-755
| -75% | -$78.2K | 0.01% | 202 |
|
|
2017
Q4 | $106K | Sell |
1,006
-509
| -34% | -$53.6K | 0.03% | 117 |
|
|
2017
Q3 | $161K | Buy |
1,515
+7
| +0.5% | +$744 | 0.04% | 117 |
|
|
2017
Q2 | $161K | Buy |
+1,508
| New | +$161K | 0.04% | 114 |
|