TIA
Traphagen Investment 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 | $365K | Sell |
3,807
-319
| -8% | -$30.5K | 0.03% | 134 |
|
|
2025
Q1 | $393K | Sell |
4,126
-1,786
| -30% | -$170K | 0.04% | 124 |
|
|
2024
Q4 | $547K | Buy |
5,912
+1,983
| +50% | +$183K | 0.06% | 108 |
|
|
2024
Q3 | $386K | Buy |
3,929
+449
| +13% | +$44.1K | 0.04% | 116 |
|
|
2024
Q2 | $326K | Sell |
3,480
-361
| -9% | -$33.8K | 0.04% | 121 |
|
|
2024
Q1 | $364K | Sell |
3,841
-4,478
| -54% | -$424K | 0.04% | 120 |
|
|
2023
Q4 | $802K | Sell |
8,319
-630
| -7% | -$60.7K | 0.09% | 72 |
|
|
2023
Q3 | $820K | Sell |
8,949
-4,027
| -31% | -$369K | 0.1% | 60 |
|
|
2023
Q2 | $1.25M | Sell |
12,976
-790
| -6% | -$76.3K | 0.16% | 51 |
|
|
2023
Q1 | $1.36M | Sell |
13,766
-5,394
| -28% | -$535K | 0.2% | 45 |
|
|
2022
Q4 | $1.84M | Buy |
+19,160
| New | +$1.84M | 0.29% | 38 |
|
|
2021
Q3 | – | Sell |
-61,340
| Closed | -$7.08M | – | 141 |
|
|
2021
Q2 | $7.08M | Buy |
61,340
+1,048
| +2% | +$121K | 1.2% | 18 |
|
|
2021
Q1 | $6.81M | Buy |
60,292
+4,555
| +8% | +$514K | 1.25% | 17 |
|
|
2020
Q4 | $6.69M | Sell |
55,737
-2,567
| -4% | -$308K | 1.2% | 21 |
|
|
2020
Q3 | $7.1M | Sell |
58,304
-1,458
| -2% | -$178K | 1.44% | 19 |
|
|
2020
Q2 | $7.28M | Sell |
59,762
-4,375
| -7% | -$533K | 1.65% | 16 |
|
|
2020
Q1 | $7.79M | Sell |
64,137
-11,714
| -15% | -$1.42M | 2.09% | 14 |
|
|
2019
Q4 | $8.36M | Buy |
75,851
+1,934
| +3% | +$213K | 2% | 15 |
|
|
2019
Q3 | $8.31M | Sell |
73,917
-4,248
| -5% | -$478K | 2.17% | 14 |
|
|
2019
Q2 | $8.6M | Buy |
78,165
+3,093
| +4% | +$340K | 2.29% | 14 |
|
|
2019
Q1 | $8.01M | Buy |
+75,072
| New | +$8.01M | 2.26% | 14 |
|