SWA
SOA Wealth 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 | $73.7K | Sell |
770
-1
| -0.1% | -$96 | 0.01% | 310 |
|
|
2025
Q1 | $73.5K | Buy |
771
+4
| +0.5% | +$382 | 0.02% | 289 |
|
|
2024
Q4 | $70.9K | Buy |
767
+9
| +1% | +$832 | 0.01% | 287 |
|
|
2024
Q3 | $74.4K | Buy |
758
+6
| +0.8% | +$589 | 0.01% | 272 |
|
|
2024
Q2 | $70.5K | Buy |
752
+6
| +0.8% | +$562 | 0.01% | 276 |
|
|
2024
Q1 | $70.7K | Buy |
746
+3
| +0.4% | +$284 | 0.01% | 270 |
|
|
2023
Q4 | $71.6K | Sell |
743
-96
| -11% | -$9.25K | 0.02% | 264 |
|
|
2023
Q3 | $76.8K | Buy |
839
+38
| +5% | +$3.48K | 0.02% | 250 |
|
|
2023
Q2 | $77.4K | Buy |
801
+5
| +0.6% | +$483 | 0.02% | 252 |
|
|
2023
Q1 | $78.9K | Buy |
796
+3
| +0.4% | +$298 | 0.02% | 245 |
|
|
2022
Q4 | $76K | Buy |
793
+6
| +0.8% | +$575 | 0.02% | 241 |
|
|
2022
Q3 | $75K | Buy |
787
+3
| +0.4% | +$286 | 0.02% | 225 |
|
|
2022
Q2 | $80K | Buy |
784
+3
| +0.4% | +$306 | 0.02% | 222 |
|
|
2022
Q1 | $83K | Buy |
781
+1
| +0.1% | +$106 | 0.02% | 252 |
|
|
2021
Q4 | $89K | Sell |
780
-74
| -9% | -$8.44K | 0.02% | 233 |
|
|
2021
Q3 | $98K | Buy |
854
+1
| +0.1% | +$115 | 0.03% | 219 |
|
|
2021
Q2 | $98K | Buy |
853
+2
| +0.2% | +$230 | 0.03% | 217 |
|
|
2021
Q1 | $96K | Hold |
851
| – | – | 0.03% | 200 |
|
|
2020
Q4 | $100K | Buy |
+851
| New | +$100K | 0.03% | 191 |
|