SFS
Sowell Financial Services’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 | $1.49M | Sell |
15,603
-2,933
| -16% | -$281K | 0.06% | 325 |
|
|
2025
Q1 | $1.77M | Buy |
18,536
+1,536
| +9% | +$146K | 0.08% | 264 |
|
|
2024
Q4 | $1.57M | Sell |
17,000
-9,920
| -37% | -$917K | 0.08% | 247 |
|
|
2024
Q3 | $2.64M | Buy |
26,920
+8,044
| +43% | +$789K | 0.12% | 191 |
|
|
2024
Q2 | $1.77M | Sell |
18,876
-220
| -1% | -$20.6K | 0.08% | 240 |
|
|
2024
Q1 | $1.81M | Sell |
19,096
-464
| -2% | -$43.9K | 0.09% | 249 |
|
|
2023
Q4 | $1.89M | Buy |
+19,560
| New | +$1.89M | 0.1% | 220 |
|
|
2023
Q3 | – | Sell |
-29,444
| Closed | -$2.84M | – | 552 |
|
|
2023
Q2 | $2.84M | Buy |
+29,444
| New | +$2.84M | 0.16% | 149 |
|
|
2023
Q1 | – | Sell |
-12,018
| Closed | -$1.15M | – | 795 |
|
|
2022
Q4 | $1.15M | Buy |
+12,018
| New | +$1.15M | 0.07% | 295 |
|
|
2022
Q1 | – | Sell |
-42,561
| Closed | -$4.9M | – | 315 |
|
|
2021
Q4 | $4.9M | Sell |
42,561
-8,035
| -16% | -$924K | 0.28% | 81 |
|
|
2021
Q3 | $5.83M | Sell |
50,596
-36,404
| -42% | -$4.19M | 0.39% | 58 |
|
|
2021
Q2 | $10M | Buy |
87,000
+820
| +1% | +$94.7K | 0.67% | 28 |
|
|
2021
Q1 | $9.86M | Buy |
86,180
+46,055
| +115% | +$5.27M | 0.34% | 62 |
|
|
2020
Q4 | $4.81M | Sell |
40,125
-129,748
| -76% | -$15.6M | 0.21% | 104 |
|
|
2020
Q3 | $20.7M | Sell |
169,873
-51,879
| -23% | -$6.32M | 1.03% | 14 |
|
|
2020
Q2 | $27M | Buy |
221,752
+88,524
| +66% | +$10.8M | 1.49% | 12 |
|
|
2020
Q1 | $13.1M | Buy |
133,228
+121,564
| +1,042% | +$11.9M | 0.97% | 15 |
|
|
2019
Q4 | $1.29M | Sell |
11,664
-8,603
| -42% | -$949K | 0.1% | 217 |
|
|
2019
Q3 | $2.28M | Buy |
+20,267
| New | +$2.28M | 0.19% | 112 |
|
|
2019
Q1 | $342K | Sell |
3,202
-643
| -17% | -$68.7K | 0.04% | 426 |
|
|
2018
Q4 | $401K | Buy |
+3,845
| New | +$401K | 0.06% | 319 |
|
|
2018
Q3 | – | Sell |
-2,396
| Closed | -$245K | – | 399 |
|
|
2018
Q2 | $245K | Sell |
2,396
-1,547
| -39% | -$158K | 0.05% | 246 |
|
|
2018
Q1 | $400K | Sell |
3,943
-2,926
| -43% | -$297K | 0.1% | 178 |
|
|
2017
Q4 | $715K | Buy |
6,869
+1,429
| +26% | +$149K | 0.17% | 122 |
|
|
2017
Q3 | $577K | Buy |
5,440
+179
| +3% | +$19K | 0.15% | 127 |
|
|
2017
Q2 | $562K | Buy |
5,261
+2,746
| +109% | +$293K | 0.16% | 123 |
|
|
2017
Q1 | $269K | Buy |
2,515
+100
| +4% | +$10.7K | 0.08% | 206 |
|
|
2016
Q4 | $252K | Buy |
+2,415
| New | +$252K | 0.08% | 167 |
|