Steward Partners Investment Advisory’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $12.6M | Buy |
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|
2025
Q2 | $12.4M | Buy |
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|
2025
Q1 | $11.6M | Sell |
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|
2024
Q4 | $12.6M | Buy |
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|
2024
Q3 | $11.1M | Sell |
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|
2024
Q2 | $15M | Buy |
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|
2024
Q1 | $4.99M | Sell |
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|
2023
Q4 | $5.8M | Buy |
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|
2023
Q3 | $3.12M | Buy |
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|
2023
Q2 | $466K | Sell |
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|
2023
Q1 | $873K | Sell |
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|
2022
Q4 | $4.77M | Buy |
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|
2022
Q3 | $246K | Buy |
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|
2022
Q2 | $213K | Sell |
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|
2022
Q1 | $422K | Sell |
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|
2021
Q4 | $452K | Sell |
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|
2021
Q3 | $506K | Sell |
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|
2021
Q2 | $601K | Buy |
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|
2021
Q1 | $534K | Buy |
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|
2020
Q4 | $554K | Sell |
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|
2020
Q3 | $6.38M | Buy |
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|
2020
Q2 | $3.72M | Sell |
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|
2020
Q1 | $4.79M | Buy |
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|
2019
Q4 | $4.32M | Sell |
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|
2019
Q3 | $5.5M | Buy |
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|
2019
Q2 | $267K | Sell |
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|
2019
Q1 | $343K | Sell |
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|
2018
Q4 | $6.56M | Buy |
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|
2018
Q3 | $57K | Sell |
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|
2018
Q2 | $147K | Sell |
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|
2018
Q1 | $531K | Sell |
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|
2017
Q4 | $1.52M | Sell |
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|
2017
Q3 | $2.05M | Sell |
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|
2017
Q2 | $2.53M | Buy |
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|
2017
Q1 | $83K | Buy |
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