SW
SkyOak Wealth’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 | $10.5M | Buy |
109,592
+4,902
| +5% | +$469K | 2.11% | 10 |
|
|
2025
Q1 | $9.98M | Buy |
104,690
+13,417
| +15% | +$1.28M | 2.19% | 10 |
|
|
2024
Q4 | $8.44M | Buy |
91,273
+6,905
| +8% | +$638K | 1.81% | 14 |
|
|
2024
Q3 | $8.28M | Buy |
84,368
+6,722
| +9% | +$660K | 1.83% | 13 |
|
|
2024
Q2 | $7.27M | Buy |
77,646
+2,388
| +3% | +$224K | 1.7% | 13 |
|
|
2024
Q1 | $7.12M | Buy |
75,258
+11,065
| +17% | +$1.05M | 1.7% | 13 |
|
|
2023
Q4 | $6.19M | Buy |
64,193
+61,183
| +2,033% | +$5.9M | 1.61% | 14 |
|
|
2023
Q3 | $276K | Hold |
3,010
| – | – | 0.08% | 180 |
|
|
2023
Q2 | $291K | Sell |
3,010
-42,696
| -93% | -$4.12M | 0.08% | 172 |
|
|
2023
Q1 | $4.53M | Buy |
45,706
+7,997
| +21% | +$793K | 1.38% | 18 |
|
|
2022
Q4 | $3.61M | Buy |
37,709
+8,975
| +31% | +$860K | 1.21% | 24 |
|
|
2022
Q3 | $2.76M | Buy |
+28,734
| New | +$2.76M | 0.99% | 30 |
|
|
2022
Q1 | – | Sell |
-24,327
| Closed | -$2.8M | – | 256 |
|
|
2021
Q4 | $2.8M | Buy |
24,327
+3,799
| +19% | +$437K | 0.71% | 43 |
|
|
2021
Q3 | $2.37M | Buy |
20,528
+149
| +0.7% | +$17.2K | 0.64% | 46 |
|
|
2021
Q2 | $2.35M | Buy |
20,379
+3,556
| +21% | +$411K | 0.63% | 46 |
|
|
2021
Q1 | $1.92M | Buy |
16,823
+2,070
| +14% | +$236K | 0.53% | 53 |
|
|
2020
Q4 | $1.77M | Buy |
14,753
+2,796
| +23% | +$335K | 0.55% | 56 |
|
|
2020
Q3 | $1.46M | Buy |
11,957
+5,989
| +100% | +$730K | 0.52% | 61 |
|
|
2020
Q2 | $727K | Buy |
+5,968
| New | +$727K | 0.27% | 90 |
|