SPC
Sigma Planning Corp’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 | $3M | Buy |
31,286
+4
| +0% | +$383 | 0.09% | 229 |
|
|
2025
Q1 | $2.98M | Buy |
31,282
+4,075
| +15% | +$389K | 0.1% | 211 |
|
|
2024
Q4 | $2.52M | Sell |
27,207
-4,651
| -15% | -$430K | 0.08% | 238 |
|
|
2024
Q3 | $3.13M | Sell |
31,858
-8,150
| -20% | -$800K | 0.1% | 206 |
|
|
2024
Q2 | $3.75M | Sell |
40,008
-23,740
| -37% | -$2.22M | 0.12% | 171 |
|
|
2024
Q1 | $6.03M | Buy |
63,748
+48,611
| +321% | +$4.6M | 0.19% | 105 |
|
|
2023
Q4 | $1.46M | Sell |
15,137
-33,439
| -69% | -$3.22M | 0.11% | 192 |
|
|
2023
Q3 | $4.45M | Buy |
48,576
+4,947
| +11% | +$453K | 0.17% | 124 |
|
|
2023
Q2 | $4.21M | Sell |
43,629
-1,730
| -4% | -$167K | 0.15% | 130 |
|
|
2023
Q1 | $4.5M | Buy |
45,359
+15,126
| +50% | +$1.5M | 0.15% | 143 |
|
|
2022
Q4 | $2.9M | Sell |
30,233
-2,735
| -8% | -$262K | 0.1% | 201 |
|
|
2022
Q3 | $3.17M | Buy |
32,968
+26,569
| +415% | +$2.55M | 0.12% | 181 |
|
|
2022
Q2 | $655K | Sell |
6,399
-19,307
| -75% | -$1.98M | 0.02% | 634 |
|
|
2022
Q1 | $2.76M | Buy |
25,706
+11,916
| +86% | +$1.28M | 0.08% | 242 |
|
|
2021
Q4 | $1.59M | Sell |
13,790
-378
| -3% | -$43.5K | 0.04% | 380 |
|
|
2021
Q3 | $1.63M | Sell |
14,168
-7,305
| -34% | -$841K | 0.05% | 376 |
|
|
2021
Q2 | $2.48M | Sell |
21,473
-46,414
| -68% | -$5.36M | 0.07% | 283 |
|
|
2021
Q1 | $7.67M | Sell |
67,887
-186,328
| -73% | -$21M | 0.24% | 92 |
|
|
2020
Q4 | $30.5M | Buy |
254,215
+53,283
| +27% | +$6.39M | 1.04% | 13 |
|
|
2020
Q3 | $24.5M | Sell |
200,932
-10,707
| -5% | -$1.3M | 0.97% | 14 |
|
|
2020
Q2 | $25.8M | Buy |
211,639
+171,609
| +429% | +$20.9M | 1.13% | 13 |
|
|
2020
Q1 | $4.86M | Sell |
40,030
-24,515
| -38% | -$2.98M | 0.29% | 58 |
|
|
2019
Q4 | $7.11M | Buy |
64,545
+434
| +0.7% | +$47.8K | 0.3% | 58 |
|
|
2019
Q3 | $7.21M | Buy |
64,111
+6,954
| +12% | +$782K | 0.35% | 52 |
|
|
2019
Q2 | $6.29M | Buy |
57,157
+39,309
| +220% | +$4.32M | 0.32% | 60 |
|
|
2019
Q1 | $1.9M | Buy |
17,848
+6,806
| +62% | +$726K | 0.11% | 205 |
|
|
2018
Q4 | $1.15M | Buy |
11,042
+2,493
| +29% | +$260K | 0.08% | 231 |
|
|
2018
Q3 | $865K | Sell |
8,549
-1,108
| -11% | -$112K | 0.05% | 325 |
|
|
2018
Q2 | $990K | Sell |
9,657
-54
| -0.6% | -$5.54K | 0.07% | 285 |
|
|
2018
Q1 | $1M | Sell |
9,711
-1,169
| -11% | -$121K | 0.07% | 263 |
|
|
2017
Q4 | $1.15M | Sell |
10,880
-2,036
| -16% | -$215K | 0.09% | 243 |
|
|
2017
Q3 | $1.38M | Buy |
12,916
+121
| +0.9% | +$12.9K | 0.11% | 202 |
|
|
2017
Q2 | $1.36M | Sell |
12,795
-591
| -4% | -$63K | 0.13% | 186 |
|
|
2017
Q1 | $1.41M | Sell |
13,386
-1,659
| -11% | -$175K | 0.14% | 180 |
|
|
2016
Q4 | $1.58M | Sell |
15,045
-37,001
| -71% | -$3.88M | 0.17% | 143 |
|
|
2016
Q3 | $5.82M | Sell |
52,046
-7,822
| -13% | -$875K | 0.69% | 26 |
|
|
2016
Q2 | $6.76M | Sell |
59,868
-22,847
| -28% | -$2.58M | 0.88% | 16 |
|
|
2016
Q1 | $9.13M | Sell |
82,715
-8,735
| -10% | -$964K | 1.25% | 7 |
|
|
2015
Q4 | $9.66M | Buy |
91,450
+81,258
| +797% | +$8.58M | 1.35% | 7 |
|
|
2015
Q3 | $1.1M | Sell |
10,192
-5,473
| -35% | -$590K | 0.17% | 142 |
|
|
2015
Q2 | $1.65M | Buy |
15,665
+4,536
| +41% | +$476K | 0.23% | 105 |
|
|
2015
Q1 | $1.21M | Buy |
11,129
+2,655
| +31% | +$288K | 0.16% | 156 |
|
|
2014
Q4 | $898K | Buy |
+8,474
| New | +$898K | 0.12% | 205 |
|