SAS
Sage Advisory Services’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
Q2 | $4.05M | Buy |
42,318
+2,955
| +8% | +$283K | 2.21% | 16 |
|
|
2025
Q1 | $3.75M | Sell |
39,363
-4,401
| -10% | -$420K | 2.21% | 15 |
|
|
2024
Q4 | $4.05M | Buy |
43,764
+5,599
| +15% | +$518K | 2.4% | 14 |
|
|
2024
Q3 | $3.57M | Hold |
38,165
| – | – | 1% | 23 |
|
|
2024
Q2 | $3.57M | Buy |
38,165
+464
| +1% | +$43.5K | 1% | 23 |
|
|
2024
Q1 | $3.57M | Sell |
37,701
-118
| -0.3% | -$11.2K | 0.97% | 22 |
|
|
2023
Q4 | $3.65M | Sell |
37,819
-533
| -1% | -$51.4K | 0.98% | 25 |
|
|
2023
Q3 | $3.51M | Buy |
38,352
+3,050
| +9% | +$279K | 0.98% | 24 |
|
|
2023
Q2 | $3.41M | Buy |
35,302
+32,968
| +1,413% | +$3.18M | 0.99% | 23 |
|
|
2023
Q1 | $231K | Sell |
2,334
-24
| -1% | -$2.38K | 0.07% | 43 |
|
|
2022
Q4 | $226K | Sell |
2,358
-5,022
| -68% | -$481K | 0.07% | 45 |
|
|
2022
Q3 | $708K | Sell |
7,380
-28
| -0.4% | -$2.69K | 0.22% | 33 |
|
|
2022
Q2 | $758K | Sell |
7,408
-104
| -1% | -$10.6K | 0.22% | 41 |
|
|
2022
Q1 | $807K | Sell |
7,512
-3,250
| -30% | -$349K | 0.2% | 42 |
|
|
2021
Q4 | $1.24M | Buy |
10,762
+1,664
| +18% | +$191K | 0.31% | 41 |
|
|
2021
Q3 | $1.05M | Buy |
9,098
+697
| +8% | +$80.3K | 0.27% | 44 |
|
|
2021
Q2 | $970K | Buy |
8,401
+860
| +11% | +$99.3K | 0.27% | 42 |
|
|
2021
Q1 | $852K | Buy |
+7,541
| New | +$852K | 0.21% | 38 |
|
|
2020
Q4 | – | Sell |
-1,979
| Closed | -$241K | – | 53 |
|
|
2020
Q3 | $241K | Buy |
1,979
+121
| +7% | +$14.7K | 0.08% | 51 |
|
|
2020
Q2 | $226K | Buy |
1,858
+71
| +4% | +$8.64K | 0.07% | 51 |
|
|
2020
Q1 | $217K | Sell |
1,787
-3,483
| -66% | -$423K | 0.08% | 46 |
|
|
2019
Q4 | $581K | Sell |
5,270
-1,375
| -21% | -$152K | 0.18% | 44 |
|
|
2019
Q3 | $747K | Sell |
6,645
-3,460
| -34% | -$389K | 0.24% | 37 |
|
|
2019
Q2 | $1.11M | Sell |
10,105
-219,267
| -96% | -$24.1M | 0.33% | 33 |
|
|
2019
Q1 | $24.5M | Buy |
229,372
+7,412
| +3% | +$791K | 2.34% | 16 |
|
|
2018
Q4 | $23.1M | Buy |
221,960
+70,600
| +47% | +$7.35M | 2.41% | 16 |
|
|
2018
Q3 | $15.3M | Buy |
151,360
+489
| +0.3% | +$49.5K | 1.46% | 22 |
|
|
2018
Q2 | $15.5M | Buy |
+150,871
| New | +$15.5M | 1.53% | 21 |
|
|
2018
Q1 | – | Sell |
-1,905
| Closed | -$201K | – | 56 |
|
|
2017
Q4 | $201K | Buy |
+1,905
| New | +$201K | 0.02% | 45 |
|
|
2017
Q3 | – | Sell |
-133,684
| Closed | -$14.3M | – | 51 |
|
|
2017
Q2 | $14.3M | Buy |
133,684
+88,252
| +194% | +$9.41M | 1.65% | 17 |
|
|
2017
Q1 | $4.8M | Sell |
45,432
-104,542
| -70% | -$11M | 0.58% | 21 |
|
|
2016
Q4 | $15.7M | Sell |
149,974
-3,818
| -2% | -$400K | 2.01% | 16 |
|
|
2016
Q3 | $17.2M | Buy |
153,792
+10,389
| +7% | +$1.16M | 2.17% | 12 |
|
|
2016
Q2 | $16.2M | Sell |
143,403
-408
| -0.3% | -$46.1K | 2.14% | 12 |
|
|
2016
Q1 | $15.9M | Sell |
143,811
-111,605
| -44% | -$12.3M | 2.06% | 12 |
|
|
2015
Q4 | $27M | Sell |
255,416
-790
| -0.3% | -$83.4K | 3.55% | 10 |
|
|
2015
Q3 | $27.6M | Buy |
256,206
+111,321
| +77% | +$12M | 3.81% | 5 |
|
|
2015
Q2 | $15.2M | Sell |
144,885
-36,886
| -20% | -$3.87M | 2.09% | 12 |
|
|
2015
Q1 | $19.7M | Buy |
181,771
+100,178
| +123% | +$10.9M | 2.63% | 12 |
|
|
2014
Q4 | $8.65M | Sell |
81,593
-3,725
| -4% | -$395K | 1.2% | 11 |
|
|
2014
Q3 | $8.84M | Buy |
+85,318
| New | +$8.84M | 1.21% | 15 |
|
|
2013
Q3 | – | Sell |
-354,677
| Closed | -$36.4M | – | 18 |
|
|
2013
Q2 | $36.4M | Buy |
+354,677
| New | +$36.4M | 4.88% | 7 |
|