Stratos 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 | $1.38M | Sell |
14,449
-2,978
| -17% | -$285K | 0.02% | 600 |
|
|
2025
Q1 | $1.66M | Buy |
17,427
+1,417
| +9% | +$135K | 0.03% | 494 |
|
|
2024
Q4 | $1.48M | Buy |
16,010
+542
| +4% | +$50.1K | 0.02% | 555 |
|
|
2024
Q3 | $1.52M | Sell |
15,468
-2,478
| -14% | -$243K | 0.02% | 532 |
|
|
2024
Q2 | $1.68M | Buy |
17,946
+2,035
| +13% | +$191K | 0.03% | 486 |
|
|
2024
Q1 | $1.51M | Buy |
15,911
+7,132
| +81% | +$675K | 0.03% | 520 |
|
|
2023
Q4 | $846K | Buy |
8,779
+1,941
| +28% | +$187K | 0.02% | 688 |
|
|
2023
Q3 | $626K | Buy |
6,838
+1,450
| +27% | +$133K | 0.01% | 737 |
|
|
2023
Q2 | $520K | Sell |
5,388
-7,401
| -58% | -$715K | 0.01% | 749 |
|
|
2023
Q1 | $1.27M | Buy |
12,789
+5,090
| +66% | +$505K | 0.03% | 417 |
|
|
2022
Q4 | $737K | Sell |
7,699
-2,181
| -22% | -$209K | 0.02% | 599 |
|
|
2022
Q3 | $948K | Buy |
9,880
+4,980
| +102% | +$478K | 0.03% | 496 |
|
|
2022
Q2 | $501K | Sell |
4,900
-7,471
| -60% | -$764K | 0.01% | 733 |
|
|
2022
Q1 | $1.33M | Buy |
12,371
+7,286
| +143% | +$783K | 0.03% | 478 |
|
|
2021
Q4 | $585K | Buy |
5,085
+908
| +22% | +$104K | 0.01% | 754 |
|
|
2021
Q3 | $481K | Buy |
4,177
+130
| +3% | +$15K | 0.01% | 763 |
|
|
2021
Q2 | $467K | Sell |
4,047
-321
| -7% | -$37K | 0.01% | 790 |
|
|
2021
Q1 | $493K | Sell |
4,368
-106
| -2% | -$12K | 0.01% | 722 |
|
|
2020
Q4 | $537K | Buy |
4,474
+1,931
| +76% | +$232K | 0.02% | 656 |
|
|
2020
Q3 | $310K | Sell |
2,543
-2,040
| -45% | -$249K | 0.01% | 772 |
|
|
2020
Q2 | $559K | Sell |
4,583
-2,780
| -38% | -$339K | 0.02% | 560 |
|
|
2020
Q1 | $894K | Sell |
7,363
-319
| -4% | -$38.7K | 0.04% | 361 |
|
|
2019
Q4 | $847K | Sell |
7,682
-508
| -6% | -$56K | 0.03% | 440 |
|
|
2019
Q3 | $921K | Sell |
8,190
-373
| -4% | -$41.9K | 0.04% | 390 |
|
|
2019
Q2 | $942K | Sell |
8,563
-1,024
| -11% | -$113K | 0.04% | 385 |
|
|
2019
Q1 | $1.02M | Buy |
9,587
+31
| +0.3% | +$3.31K | 0.05% | 354 |
|
|
2018
Q4 | $996K | Sell |
9,556
-176
| -2% | -$18.3K | 0.05% | 328 |
|
|
2018
Q3 | $985K | Buy |
9,732
+149
| +2% | +$15.1K | 0.04% | 339 |
|
|
2018
Q2 | $982K | Sell |
9,583
-1,875
| -16% | -$192K | 0.04% | 368 |
|
|
2018
Q1 | $1.18M | Sell |
11,458
-847
| -7% | -$87.4K | 0.05% | 332 |
|
|
2017
Q4 | $1.3M | Sell |
12,305
-3,621
| -23% | -$382K | 0.06% | 295 |
|
|
2017
Q3 | $1.7M | Sell |
15,926
-3,094
| -16% | -$329K | 0.08% | 244 |
|
|
2017
Q2 | $2.03M | Buy |
19,020
+2,850
| +18% | +$304K | 0.1% | 192 |
|
|
2017
Q1 | $1.71M | Buy |
16,170
+3,779
| +30% | +$399K | 0.1% | 199 |
|
|
2016
Q4 | $1.3M | Sell |
12,391
-3,592
| -22% | -$377K | 0.08% | 227 |
|
|
2016
Q3 | $1.79M | Sell |
15,983
-1,001
| -6% | -$112K | 0.12% | 159 |
|
|
2016
Q2 | $1.92M | Sell |
16,984
-9,554
| -36% | -$1.08M | 0.14% | 141 |
|
|
2016
Q1 | $2.93M | Sell |
26,538
-1,101
| -4% | -$121K | 0.25% | 78 |
|
|
2015
Q4 | $2.92M | Sell |
27,639
-31,833
| -54% | -$3.36M | 0.24% | 77 |
|
|
2015
Q3 | $6.42M | Buy |
59,472
+24,834
| +72% | +$2.68M | 0.81% | 19 |
|
|
2015
Q2 | $3.64M | Sell |
34,638
-60,497
| -64% | -$6.35M | 0.47% | 43 |
|
|
2015
Q1 | $10.3M | Buy |
95,135
+79,214
| +498% | +$8.59M | 1.23% | 11 |
|
|
2014
Q4 | $1.69M | Sell |
15,921
-2,056
| -11% | -$218K | 0.3% | 83 |
|
|
2014
Q3 | $1.86M | Buy |
17,977
+13,367
| +290% | +$1.39M | 0.44% | 55 |
|
|
2014
Q2 | $478K | Buy |
+4,610
| New | +$478K | 0.16% | 161 |
|