SFSG
Sound Financial Strategies Group’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 | $13.9M | Buy |
145,123
+38,952
| +37% | +$3.73M | 11.75% | 2 |
|
|
2025
Q1 | $10.1M | Sell |
106,171
-75,663
| -42% | -$7.22M | 9.04% | 2 |
|
|
2024
Q4 | $16.8M | Sell |
181,834
-10,326
| -5% | -$955K | 14.02% | 2 |
|
|
2024
Q3 | $18.9M | Buy |
+192,160
| New | +$18.9M | 15.14% | 2 |
|
|
2024
Q2 | – | Sell |
-58
| Closed | -$5.49K | – | 97 |
|
|
2024
Q1 | $5.49K | Hold |
58
| – | – | ﹤0.01% | 67 |
|
|
2023
Q4 | $5.59K | Buy |
+58
| New | +$5.59K | ﹤0.01% | 66 |
|
|
2023
Q3 | – | Sell |
-3,102
| Closed | -$300K | – | 79 |
|
|
2023
Q2 | $300K | Sell |
3,102
-742,331
| -100% | -$71.7M | 0.22% | 57 |
|
|
2023
Q1 | $73.9M | Buy |
+745,433
| New | +$73.9M | 49.3% | 1 |
|
|
2021
Q1 | – | Sell |
-928
| Closed | -$111K | – | 91 |
|
|
2020
Q4 | $111K | Sell |
928
-69,624
| -99% | -$8.33M | 0.06% | 74 |
|
|
2020
Q3 | $8.6M | Sell |
70,552
-1,370
| -2% | -$167K | 5.45% | 4 |
|
|
2020
Q2 | $8.77M | Buy |
71,922
+643
| +0.9% | +$78.4K | 5.67% | 4 |
|
|
2020
Q1 | $8.66M | Buy |
+71,279
| New | +$8.66M | 5.89% | 4 |
|