Transamerica Financial Advisors’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 | $9.6M | Buy |
100,204
+20,965
| +26% | +$2.01M | 0.9% | 19 |
|
|
2025
Q1 | $7.56M | Buy |
79,239
+7,493
| +10% | +$715K | 0.77% | 24 |
|
|
2024
Q4 | $6.63M | Sell |
71,746
-6,573
| -8% | -$608K | 0.66% | 31 |
|
|
2024
Q3 | $7.69M | Buy |
78,319
+9,895
| +14% | +$971K | 0.75% | 23 |
|
|
2024
Q2 | $6.41M | Hold |
68,424
| – | – | 0.68% | 29 |
|
|
2024
Q1 | $6.48M | Buy |
68,424
+2,475
| +4% | +$234K | 0.66% | 32 |
|
|
2023
Q4 | $6.36M | Sell |
65,949
-18,773
| -22% | -$1.81M | 0.88% | 22 |
|
|
2023
Q3 | $7.76M | Sell |
84,722
-240
| -0.3% | -$22K | 1.05% | 18 |
|
|
2023
Q2 | $8.21M | Buy |
84,962
+1,259
| +2% | +$122K | 1.06% | 17 |
|
|
2023
Q1 | $8.3M | Sell |
83,703
-27,782
| -25% | -$2.75M | 1.1% | 18 |
|
|
2022
Q4 | $10.7M | Sell |
111,485
-22,888
| -17% | -$2.19M | 1.52% | 16 |
|
|
2022
Q3 | $12.9M | Sell |
134,373
-50,988
| -28% | -$4.89M | 1.9% | 9 |
|
|
2022
Q2 | $19M | Buy |
185,361
+185,225
| +136,195% | +$18.9M | 2.68% | 6 |
|
|
2022
Q1 | $15K | Sell |
136
-119
| -47% | -$13.1K | 0.54% | 38 |
|
|
2021
Q4 | $30K | Sell |
255
-1
| -0.4% | -$118 | 0.81% | 31 |
|
|
2021
Q3 | $30K | Buy |
256
+5
| +2% | +$586 | 0.84% | 31 |
|
|
2021
Q2 | $29K | Buy |
251
+7
| +3% | +$809 | 0.71% | 33 |
|
|
2021
Q1 | $28K | Buy |
244
+10
| +4% | +$1.15K | 0.68% | 33 |
|
|
2020
Q4 | $28K | Buy |
234
+7
| +3% | +$838 | 0.58% | 40 |
|
|
2020
Q3 | $28K | Sell |
227
-102,408
| -100% | -$12.6M | 0.51% | 40 |
|
|
2020
Q2 | $12.5M | Buy |
102,635
+102,248
| +26,421% | +$12.5M | 2.74% | 4 |
|
|
2020
Q1 | $48K | Buy |
387
+137
| +55% | +$17K | 0.86% | 29 |
|
|
2019
Q4 | $28K | Hold |
250
| – | – | 0.39% | 39 |
|
|
2019
Q3 | $29K | Sell |
250
-34,930
| -99% | -$4.05M | 0.37% | 38 |
|
|
2019
Q2 | $3.87M | Buy |
35,180
+33,723
| +2,315% | +$3.71M | 0.84% | 28 |
|
|
2019
Q1 | $156K | Sell |
1,457
-18,008
| -93% | -$1.93M | 0.92% | 22 |
|
|
2018
Q4 | $2.03M | Buy |
19,465
+76
| +0.4% | +$7.92K | 0.52% | 46 |
|
|
2018
Q3 | $1.96M | Buy |
19,389
+5,413
| +39% | +$548K | 0.42% | 61 |
|
|
2018
Q2 | $1.43M | Sell |
13,976
-1,373
| -9% | -$141K | 0.32% | 75 |
|
|
2018
Q1 | $1.58M | Sell |
15,349
-478
| -3% | -$49.3K | 0.23% | 114 |
|
|
2017
Q4 | $1.67M | Sell |
15,827
-1,551
| -9% | -$164K | 0.22% | 123 |
|
|
2017
Q3 | $1.85M | Sell |
17,378
-1,715
| -9% | -$183K | 0.23% | 119 |
|
|
2017
Q2 | $2.04M | Sell |
19,093
-937
| -5% | -$99.9K | 0.28% | 101 |
|
|
2017
Q1 | $2.12M | Sell |
20,030
-307
| -2% | -$32.4K | 0.25% | 110 |
|
|
2016
Q4 | $2.13M | Buy |
20,337
+810
| +4% | +$84.9K | 0.25% | 108 |
|
|
2016
Q3 | $2.19M | Buy |
19,527
+1,407
| +8% | +$157K | 0.24% | 106 |
|
|
2016
Q2 | $2.05M | Sell |
18,120
-21,356
| -54% | -$2.41M | 0.21% | 113 |
|
|
2016
Q1 | $4.36M | Sell |
39,476
-42,891
| -52% | -$4.73M | 0.37% | 67 |
|
|
2015
Q4 | $8.7M | Buy |
82,367
+45,165
| +121% | +$4.77M | 0.64% | 35 |
|
|
2015
Q3 | $4.01M | Sell |
37,202
-10,010
| -21% | -$1.08M | 0.32% | 58 |
|
|
2015
Q2 | $4.96M | Buy |
47,212
+4,210
| +10% | +$442K | 0.36% | 51 |
|
|
2015
Q1 | $4.66M | Sell |
43,002
-10,555
| -20% | -$1.14M | 0.32% | 45 |
|
|
2014
Q4 | $5.68M | Sell |
53,557
-5,416
| -9% | -$574K | 0.45% | 32 |
|
|
2014
Q3 | $6.11M | Sell |
58,973
-2,482
| -4% | -$257K | 0.55% | 26 |
|
|
2014
Q2 | $6.37M | Buy |
61,455
+633
| +1% | +$65.6K | 0.55% | 28 |
|
|
2014
Q1 | $6.19M | Buy |
60,822
+23,501
| +63% | +$2.39M | 0.61% | 24 |
|
|
2013
Q4 | $3.7M | Sell |
37,321
-20,294
| -35% | -$2.01M | 0.4% | 41 |
|
|
2013
Q3 | $5.88M | Buy |
57,615
+15,301
| +36% | +$1.56M | 0.76% | 26 |
|
|
2013
Q2 | $4.34M | Buy |
+42,314
| New | +$4.34M | 0.71% | 29 |
|