Simplicity Solutions’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $903K | Sell |
9,372
-335
| -3% | -$32.3K | 0.02% | 467 |
|
|
2023
Q3 | $889K | Buy |
9,707
+437
| +5% | +$40K | 0.03% | 443 |
|
|
2023
Q2 | $896K | Sell |
9,270
-40,749
| -81% | -$3.94M | 0.02% | 491 |
|
|
2023
Q1 | $4.96M | Buy |
50,019
+43,782
| +702% | +$4.34M | 0.13% | 145 |
|
|
2022
Q4 | $597K | Sell |
6,237
-614
| -9% | -$58.8K | 0.08% | 294 |
|
|
2022
Q3 | $658K | Buy |
6,851
+558
| +9% | +$53.6K | 0.1% | 257 |
|
|
2022
Q2 | $644K | Buy |
6,293
+227
| +4% | +$23.2K | 0.08% | 260 |
|
|
2022
Q1 | $652K | Buy |
+6,066
| New | +$652K | 0.08% | 258 |
|
|
2021
Q4 | – | Sell |
-5,262
| Closed | -$606K | – | 524 |
|
|
2021
Q3 | $606K | Buy |
5,262
+1,540
| +41% | +$177K | 0.09% | 243 |
|
|
2021
Q2 | $430K | Sell |
3,722
-957
| -20% | -$111K | 0.09% | 263 |
|
|
2021
Q1 | $528K | Sell |
4,679
-197,094
| -98% | -$22.2M | 0.12% | 189 |
|
|
2020
Q4 | $24.2M | Sell |
201,773
-132,991
| -40% | -$16M | 0.36% | 64 |
|
|
2020
Q3 | $40.8M | Buy |
334,764
+153,325
| +85% | +$18.7M | 0.75% | 27 |
|
|
2020
Q2 | $22.1M | Buy |
181,439
+102,275
| +129% | +$12.5M | 0.44% | 53 |
|
|
2020
Q1 | $9.62M | Buy |
79,164
+66,406
| +521% | +$8.07M | 0.3% | 67 |
|
|
2019
Q4 | $1.41M | Sell |
12,758
-15,974
| -56% | -$1.76M | 0.04% | 306 |
|
|
2019
Q3 | $3.23M | Sell |
28,732
-2,573
| -8% | -$289K | 0.13% | 129 |
|
|
2019
Q2 | $3.44M | Buy |
31,305
+21,757
| +228% | +$2.39M | 0.15% | 108 |
|
|
2019
Q1 | $1.02M | Buy |
9,548
+4,956
| +108% | +$529K | 0.06% | 252 |
|
|
2018
Q4 | $478K | Buy |
4,592
+1,737
| +61% | +$181K | 0.06% | 319 |
|
|
2018
Q3 | $289K | Sell |
2,855
-1,931
| -40% | -$195K | 0.02% | 391 |
|
|
2018
Q2 | $491K | Buy |
4,786
+629
| +15% | +$64.5K | 0.04% | 256 |
|
|
2018
Q1 | $429K | Buy |
4,157
+84
| +2% | +$8.67K | 0.04% | 227 |
|
|
2017
Q4 | $430K | Sell |
4,073
-1,869
| -31% | -$197K | 0.04% | 236 |
|
|
2017
Q3 | $633K | Sell |
5,942
-4,408
| -43% | -$470K | 0.43% | 51 |
|
|
2017
Q2 | $1.1M | Sell |
10,350
-1,726
| -14% | -$184K | 0.13% | 131 |
|
|
2017
Q1 | $1.28M | Buy |
12,076
+3,286
| +37% | +$347K | 0.2% | 108 |
|
|
2016
Q4 | $921K | Buy |
8,790
+1,540
| +21% | +$161K | 0.21% | 105 |
|
|
2016
Q3 | $811K | Sell |
7,250
-137
| -2% | -$15.3K | 0.4% | 56 |
|
|
2016
Q2 | $834K | Buy |
7,387
+1,875
| +34% | +$212K | 0.45% | 56 |
|
|
2016
Q1 | $608K | Sell |
5,512
-32,320
| -85% | -$3.57M | 0.37% | 88 |
|
|
2015
Q4 | $4M | Sell |
37,832
-22,737
| -38% | -$2.4M | 0.47% | 48 |
|
|
2015
Q3 | $6.53M | Buy |
60,569
+52,762
| +676% | +$5.69M | 7.04% | 1 |
|
|
2015
Q2 | $820K | Sell |
7,807
-4,485
| -36% | -$471K | 0.78% | 25 |
|
|
2015
Q1 | $1.33M | Sell |
12,292
-23,216
| -65% | -$2.52M | 1.58% | 19 |
|
|
2014
Q4 | $3.76M | Buy |
+35,508
| New | +$3.76M | 4.46% | 4 |
|