Steward Partners Investment Advisory’s iShares 7-10 Year Treasury Bond ETF IEF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $12.4M | Buy |
129,738
+8,576
| +7% | +$821K | 0.1% | 210 |
|
|
2025
Q1 | $11.6M | Sell |
121,162
-14,992
| -11% | -$1.43M | 0.1% | 196 |
|
|
2024
Q4 | $12.6M | Buy |
136,154
+22,979
| +20% | +$2.12M | 0.11% | 179 |
|
|
2024
Q3 | $11.1M | Sell |
113,175
-46,839
| -29% | -$4.6M | 0.1% | 195 |
|
|
2024
Q2 | $15M | Buy |
160,014
+107,248
| +203% | +$10M | 0.16% | 132 |
|
|
2024
Q1 | $4.99M | Sell |
52,766
-7,446
| -12% | -$705K | 0.06% | 333 |
|
|
2023
Q4 | $5.8M | Buy |
60,212
+26,142
| +77% | +$2.52M | 0.08% | 255 |
|
|
2023
Q3 | $3.12M | Buy |
34,070
+29,243
| +606% | +$2.68M | 0.05% | 356 |
|
|
2023
Q2 | $466K | Sell |
4,827
-3,976
| -45% | -$384K | 0.01% | 961 |
|
|
2023
Q1 | $873K | Sell |
8,803
-40,996
| -82% | -$4.06M | 0.01% | 738 |
|
|
2022
Q4 | $4.77M | Buy |
49,799
+47,239
| +1,845% | +$4.52M | 0.08% | 258 |
|
|
2022
Q3 | $246K | Buy |
2,560
+482
| +23% | +$46.3K | ﹤0.01% | 1117 |
|
|
2022
Q2 | $213K | Sell |
2,078
-1,849
| -47% | -$190K | ﹤0.01% | 1186 |
|
|
2022
Q1 | $422K | Sell |
3,927
-1
| -0% | -$107 | 0.01% | 985 |
|
|
2021
Q4 | $452K | Sell |
3,928
-460
| -10% | -$52.9K | 0.01% | 975 |
|
|
2021
Q3 | $506K | Sell |
4,388
-812
| -16% | -$93.6K | 0.01% | 901 |
|
|
2021
Q2 | $601K | Buy |
5,200
+469
| +10% | +$54.2K | 0.01% | 864 |
|
|
2021
Q1 | $534K | Buy |
4,731
+115
| +2% | +$13K | 0.01% | 865 |
|
|
2020
Q4 | $554K | Sell |
4,616
-47,715
| -91% | -$5.73M | 0.01% | 731 |
|
|
2020
Q3 | $6.38M | Buy |
52,331
+21,825
| +72% | +$2.66M | 0.16% | 144 |
|
|
2020
Q2 | $3.72M | Sell |
30,506
-8,913
| -23% | -$1.09M | 0.11% | 201 |
|
|
2020
Q1 | $4.79M | Buy |
39,419
+254
| +0.6% | +$30.9K | 0.18% | 143 |
|
|
2019
Q4 | $4.32M | Sell |
39,165
-9,723
| -20% | -$1.07M | 0.13% | 176 |
|
|
2019
Q3 | $5.5M | Buy |
48,888
+46,455
| +1,909% | +$5.22M | 0.19% | 127 |
|
|
2019
Q2 | $267K | Sell |
2,433
-786
| -24% | -$86.3K | 0.01% | 730 |
|
|
2019
Q1 | $343K | Sell |
3,219
-59,706
| -95% | -$6.36M | 0.01% | 605 |
|
|
2018
Q4 | $6.56M | Buy |
62,925
+62,365
| +11,137% | +$6.5M | 0.32% | 82 |
|
|
2018
Q3 | $57K | Sell |
560
-878
| -61% | -$89.4K | ﹤0.01% | 1150 |
|
|
2018
Q2 | $147K | Sell |
1,438
-3,713
| -72% | -$380K | 0.01% | 736 |
|
|
2018
Q1 | $531K | Sell |
5,151
-9,241
| -64% | -$953K | 0.04% | 412 |
|
|
2017
Q4 | $1.52M | Sell |
14,392
-4,817
| -25% | -$508K | 0.12% | 190 |
|
|
2017
Q3 | $2.05M | Sell |
19,209
-4,502
| -19% | -$480K | 0.21% | 112 |
|
|
2017
Q2 | $2.53M | Buy |
23,711
+22,916
| +2,883% | +$2.44M | 0.28% | 92 |
|
|
2017
Q1 | $83K | Buy |
+795
| New | +$83K | 0.01% | 461 |
|