SPIA
Strategic Point Investment 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 | $14.3M | Buy |
149,766
+1,381
| +0.9% | +$132K | 2.21% | 18 |
|
|
2025
Q1 | $14.2M | Buy |
148,385
+120
| +0.1% | +$11.4K | 2.36% | 18 |
|
|
2024
Q4 | $13.7M | Sell |
148,265
-118,675
| -44% | -$11M | 2.23% | 17 |
|
|
2024
Q3 | $26.2M | Buy |
266,940
+4,284
| +2% | +$420K | 4.32% | 10 |
|
|
2024
Q2 | $24.6M | Sell |
262,656
-542
| -0.2% | -$50.8K | 4.41% | 10 |
|
|
2024
Q1 | $24.9M | Buy |
263,198
+6,079
| +2% | +$575K | 4.52% | 9 |
|
|
2023
Q4 | $24.8M | Buy |
257,119
+2,732
| +1% | +$263K | 4.79% | 8 |
|
|
2023
Q3 | $23.3M | Buy |
254,387
+5,877
| +2% | +$538K | 4.97% | 7 |
|
|
2023
Q2 | $24M | Sell |
248,510
-962
| -0.4% | -$92.9K | 4.92% | 8 |
|
|
2023
Q1 | $24.7M | Buy |
249,472
+578
| +0.2% | +$57.3K | 5.5% | 7 |
|
|
2022
Q4 | $23.8M | Buy |
+248,894
| New | +$23.8M | 5.74% | 5 |
|
|
2021
Q3 | – | Sell |
-1,543
| Closed | -$178K | – | 30 |
|
|
2021
Q2 | $178K | Buy |
1,543
+18
| +1% | +$2.08K | 0.04% | 25 |
|
|
2021
Q1 | $172K | Sell |
1,525
-1,492
| -49% | -$168K | 0.05% | 24 |
|
|
2020
Q4 | $358K | Sell |
3,017
-1,028
| -25% | -$122K | 0.1% | 23 |
|
|
2020
Q3 | $493K | Sell |
4,045
-40
| -1% | -$4.88K | 0.16% | 19 |
|
|
2020
Q2 | $499K | Buy |
4,085
+125
| +3% | +$15.3K | 0.16% | 19 |
|
|
2020
Q1 | $481K | Buy |
+3,960
| New | +$481K | 0.21% | 21 |
|