SWA
Stratos Wealth 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 | $2.25M | Buy |
23,508
+3,645
| +18% | +$349K | 0.12% | 184 |
|
|
2025
Q1 | $1.89M | Sell |
19,863
-9,480
| -32% | -$904K | 0.1% | 196 |
|
|
2024
Q4 | $2.71M | Buy |
29,343
+7,871
| +37% | +$728K | 0.13% | 162 |
|
|
2024
Q3 | $2.11M | Buy |
21,472
+11,340
| +112% | +$1.11M | 0.1% | 229 |
|
|
2024
Q2 | $949K | Sell |
10,132
-1,157
| -10% | -$108K | 0.05% | 342 |
|
|
2024
Q1 | $1.07M | Buy |
+11,289
| New | +$1.07M | 0.06% | 315 |
|
|
2023
Q2 | – | Sell |
-16,635
| Closed | -$1.65M | – | 638 |
|
|
2023
Q1 | $1.65M | Sell |
16,635
-22,421
| -57% | -$2.22M | 0.13% | 213 |
|
|
2022
Q4 | $3.74M | Sell |
39,056
-15,631
| -29% | -$1.5M | 0.31% | 95 |
|
|
2022
Q3 | $5.25M | Buy |
54,687
+50,445
| +1,189% | +$4.84M | 0.55% | 35 |
|
|
2022
Q2 | $434K | Sell |
4,242
-4,812
| -53% | -$492K | 0.04% | 384 |
|
|
2022
Q1 | $973K | Buy |
9,054
+4,346
| +92% | +$467K | 0.08% | 279 |
|
|
2021
Q4 | $542K | Buy |
4,708
+2,415
| +105% | +$278K | 0.04% | 381 |
|
|
2021
Q3 | $264K | Sell |
2,293
-2,546
| -53% | -$293K | 0.02% | 441 |
|
|
2021
Q2 | $559K | Buy |
4,839
+680
| +16% | +$78.6K | 0.05% | 336 |
|
|
2021
Q1 | $470K | Sell |
4,159
-2,062
| -33% | -$233K | 0.05% | 316 |
|
|
2020
Q4 | $746K | Sell |
6,221
-10,142
| -62% | -$1.22M | 0.1% | 198 |
|
|
2020
Q3 | $1.99M | Buy |
16,363
+518
| +3% | +$63.1K | 0.49% | 54 |
|
|
2020
Q2 | $1.93M | Buy |
15,845
+15,826
| +83,295% | +$1.93M | 0.59% | 48 |
|
|
2020
Q1 | $2K | Buy |
+19
| New | +$2K | ﹤0.01% | 279 |
|