SI
SimpliFi Inc’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 | $2.01M | Sell |
21,030
-170
| -0.8% | -$16.3K | 0.89% | 14 |
|
|
2025
Q1 | $2.02M | Buy |
21,200
+1,429
| +7% | +$136K | 0.93% | 14 |
|
|
2024
Q4 | $1.83M | Sell |
19,771
-101
| -0.5% | -$9.34K | 0.84% | 15 |
|
|
2024
Q3 | $1.95M | Buy |
19,872
+1,814
| +10% | +$178K | 0.86% | 15 |
|
|
2024
Q2 | $1.69M | Buy |
18,058
+2,138
| +13% | +$200K | 0.78% | 15 |
|
|
2024
Q1 | $1.51M | Buy |
15,920
+3,309
| +26% | +$313K | 0.69% | 15 |
|
|
2023
Q4 | $1.16M | Buy |
12,611
+464
| +4% | +$42.5K | 0.57% | 16 |
|
|
2023
Q3 | $1.11M | Buy |
12,147
+1,489
| +14% | +$136K | 0.55% | 16 |
|
|
2023
Q2 | $1.03M | Buy |
10,658
+1,610
| +18% | +$156K | 0.49% | 19 |
|
|
2023
Q1 | $897K | Buy |
9,048
+5,032
| +125% | +$499K | 0.44% | 22 |
|
|
2022
Q4 | $385K | Sell |
4,016
-285
| -7% | -$27.3K | 0.2% | 20 |
|
|
2022
Q3 | $413K | Buy |
4,301
+80
| +2% | +$7.68K | 0.21% | 23 |
|
|
2022
Q2 | $432K | Buy |
4,221
+162
| +4% | +$16.6K | 0.21% | 23 |
|
|
2022
Q1 | $436K | Buy |
4,059
+97
| +2% | +$10.4K | 0.2% | 23 |
|
|
2021
Q4 | $456K | Buy |
3,962
+285
| +8% | +$32.8K | 0.2% | 24 |
|
|
2021
Q3 | $424K | Sell |
3,677
-660
| -15% | -$76.1K | 0.19% | 17 |
|
|
2021
Q2 | $501K | Sell |
4,337
-437
| -9% | -$50.5K | 0.23% | 17 |
|
|
2021
Q1 | $539K | Sell |
4,774
-978
| -17% | -$110K | 0.25% | 16 |
|
|
2020
Q4 | $690K | Buy |
5,752
+188
| +3% | +$22.6K | 0.32% | 14 |
|
|
2020
Q3 | $678K | Buy |
5,564
+208
| +4% | +$25.3K | 0.34% | 14 |
|
|
2020
Q2 | $653K | Buy |
+5,356
| New | +$653K | 0.34% | 14 |
|