SWP
Summit Wealth Partners’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 | $9.04M | Sell |
94,432
-9,211
| -9% | -$882K | 1.72% | 17 |
|
|
2025
Q1 | $9.88M | Buy |
103,643
+3,700
| +4% | +$353K | 2% | 15 |
|
|
2024
Q4 | $9.24M | Sell |
99,943
-3,536
| -3% | -$327K | 1.9% | 14 |
|
|
2024
Q3 | $10.2M | Sell |
103,479
-1,766
| -2% | -$173K | 1.96% | 13 |
|
|
2024
Q2 | $9.86M | Buy |
105,245
+9,635
| +10% | +$902K | 2.05% | 13 |
|
|
2024
Q1 | $9.05M | Buy |
95,610
+4,973
| +5% | +$471K | 1.93% | 15 |
|
|
2023
Q4 | $8.74M | Buy |
90,637
+7,421
| +9% | +$715K | 2.03% | 14 |
|
|
2023
Q3 | $7.62M | Buy |
83,216
+10,792
| +15% | +$988K | 1.95% | 16 |
|
|
2023
Q2 | $7M | Buy |
72,424
+7,365
| +11% | +$711K | 1.75% | 18 |
|
|
2023
Q1 | $6.45M | Buy |
65,059
+58,645
| +914% | +$5.81M | 1.66% | 18 |
|
|
2022
Q4 | $614K | Buy |
6,414
+3,020
| +89% | +$289K | 0.16% | 93 |
|
|
2022
Q3 | $326K | Buy |
3,394
+104
| +3% | +$9.98K | 0.09% | 119 |
|
|
2022
Q2 | $337K | Sell |
3,290
-2,489
| -43% | -$255K | 0.09% | 117 |
|
|
2022
Q1 | $621K | Sell |
5,779
-466
| -7% | -$50.1K | 0.14% | 81 |
|
|
2021
Q4 | $718K | Sell |
6,245
-101
| -2% | -$11.6K | 0.15% | 72 |
|
|
2021
Q3 | $731K | Buy |
6,346
+5
| +0.1% | +$576 | 0.17% | 69 |
|
|
2021
Q2 | $732K | Sell |
6,341
-111
| -2% | -$12.8K | 0.17% | 72 |
|
|
2021
Q1 | $729K | Sell |
6,452
-2,235
| -26% | -$252K | 0.19% | 69 |
|
|
2020
Q4 | $1.04M | Sell |
8,687
-16,707
| -66% | -$2M | 0.28% | 54 |
|
|
2020
Q3 | $3.09M | Sell |
25,394
-892
| -3% | -$109K | 0.93% | 24 |
|
|
2020
Q2 | $3.2M | Buy |
26,286
+21,786
| +484% | +$2.66M | 1.03% | 26 |
|
|
2020
Q1 | $547K | Hold |
4,500
| – | – | 0.22% | 59 |
|
|
2019
Q4 | $496K | Buy |
+4,500
| New | +$496K | 0.17% | 64 |
|