Strategic Wealth Partners’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 | $1.08M | Buy |
+11,304
| New | +$1.08M | 0.09% | 151 |
|
|
2024
Q4 | $1.06M | Buy |
11,403
+5,345
| +88% | +$497K | 0.09% | 143 |
|
|
2024
Q3 | $594K | Buy |
6,058
+12
| +0.2% | +$1.18K | 0.06% | 186 |
|
|
2024
Q2 | $566K | Sell |
6,046
-303
| -5% | -$28.4K | 0.06% | 183 |
|
|
2024
Q1 | $601K | Buy |
6,349
+601
| +10% | +$56.9K | 0.07% | 179 |
|
|
2023
Q4 | $554K | Buy |
5,748
+2,965
| +107% | +$286K | 0.07% | 173 |
|
|
2023
Q3 | $255K | Sell |
2,783
-573
| -17% | -$52.5K | 0.03% | 251 |
|
|
2023
Q2 | $324K | Buy |
3,356
+547
| +19% | +$52.8K | 0.04% | 239 |
|
|
2023
Q1 | $278K | Sell |
2,809
-503
| -15% | -$49.9K | 0.04% | 224 |
|
|
2022
Q4 | $317K | Buy |
3,312
+87
| +3% | +$8.33K | 0.06% | 206 |
|
|
2022
Q3 | $310K | Buy |
3,225
+872
| +37% | +$83.7K | 0.07% | 218 |
|
|
2022
Q2 | $241K | Sell |
2,353
-202
| -8% | -$20.7K | 0.05% | 218 |
|
|
2022
Q1 | $275K | Sell |
2,555
-58,554
| -96% | -$6.3M | 0.05% | 220 |
|
|
2021
Q4 | $7.03M | Buy |
61,109
+6,620
| +12% | +$761K | 1.33% | 11 |
|
|
2021
Q3 | $6.28M | Sell |
54,489
-504
| -0.9% | -$58.1K | 1.84% | 11 |
|
|
2021
Q2 | $6.35M | Sell |
54,993
-398
| -0.7% | -$46K | 2.07% | 11 |
|
|
2021
Q1 | $6.26M | Buy |
55,391
+4,463
| +9% | +$504K | 2.5% | 9 |
|
|
2020
Q4 | $6.11M | Sell |
50,928
-3,816
| -7% | -$458K | 2.56% | 10 |
|
|
2020
Q3 | $6.67M | Buy |
54,744
+50,801
| +1,288% | +$6.19M | 3.37% | 4 |
|
|
2020
Q2 | $481K | Buy |
+3,943
| New | +$481K | 0.25% | 94 |
|
|
2019
Q4 | – | Sell |
-119
| Closed | -$13 | – | 296 |
|
|
2019
Q3 | $13 | Buy |
119
+22
| +23% | +$2 | ﹤0.01% | 478 |
|
|
2019
Q2 | $10K | Buy |
+97
| New | +$10K | ﹤0.01% | 498 |
|