SFA
Semmax Financial Advisors’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 | $4.23M | Buy |
44,343
+824
| +2% | +$78.6K | 1.09% | 34 |
|
|
2025
Q1 | $4.11M | Buy |
43,519
+1,345
| +3% | +$127K | 1.11% | 33 |
|
|
2024
Q4 | $3.92M | Sell |
42,174
-38,038
| -47% | -$3.53M | 1.05% | 37 |
|
|
2024
Q3 | $7.49M | Buy |
80,212
+4,008
| +5% | +$374K | 2.06% | 5 |
|
|
2024
Q2 | $7.42M | Buy |
76,204
+7,357
| +11% | +$716K | 2.23% | 5 |
|
|
2024
Q1 | $6.38M | Buy |
68,847
+2,794
| +4% | +$259K | 2.1% | 7 |
|
|
2023
Q4 | $6.18M | Buy |
66,053
+449
| +0.7% | +$42K | 2.25% | 7 |
|
|
2023
Q3 | $5.98M | Buy |
+65,604
| New | +$5.98M | 2.39% | 6 |
|
|
2022
Q4 | $0 | Hold |
5
| – | – | ﹤0.01% | 291 |
|
|
2022
Q3 | $0 | Hold |
5
| – | – | ﹤0.01% | 275 |
|
|
2022
Q2 | $0 | Hold |
5
| – | – | ﹤0.01% | 281 |
|
|
2022
Q1 | $1K | Buy |
+5
| New | +$1K | ﹤0.01% | 261 |
|