United Asset Strategies’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 | $1.54M | Buy |
16,103
+2,009
| +14% | +$192K | 0.13% | 116 |
|
|
2025
Q1 | $1.34M | Sell |
14,094
-1,458
| -9% | -$139K | 0.12% | 125 |
|
|
2024
Q4 | $1.44M | Sell |
15,552
-176
| -1% | -$16.3K | 0.13% | 119 |
|
|
2024
Q3 | $1.54M | Sell |
15,728
-173
| -1% | -$17K | 0.14% | 122 |
|
|
2024
Q2 | $1.49M | Buy |
15,901
+1,365
| +9% | +$128K | 0.15% | 121 |
|
|
2024
Q1 | $1.38M | Buy |
14,536
+198
| +1% | +$18.7K | 0.14% | 126 |
|
|
2023
Q4 | $1.38M | Sell |
14,338
-5,083
| -26% | -$490K | 0.16% | 121 |
|
|
2023
Q3 | $1.78M | Buy |
19,421
+674
| +4% | +$61.7K | 0.23% | 95 |
|
|
2023
Q2 | $1.81M | Buy |
18,747
+12,025
| +179% | +$1.16M | 0.23% | 97 |
|
|
2023
Q1 | $667K | Sell |
6,722
-12,343
| -65% | -$1.22M | 0.09% | 156 |
|
|
2022
Q4 | $1.83M | Sell |
19,065
-1,406
| -7% | -$135K | 0.25% | 85 |
|
|
2022
Q3 | $1.97M | Sell |
20,471
-1,976
| -9% | -$190K | 0.3% | 74 |
|
|
2022
Q2 | $2.3M | Buy |
22,447
+67
| +0.3% | +$6.85K | 0.33% | 70 |
|
|
2022
Q1 | $2.41M | Sell |
22,380
-419
| -2% | -$45K | 0.31% | 71 |
|
|
2021
Q4 | $2.62M | Sell |
22,799
-9,375
| -29% | -$1.08M | 0.31% | 70 |
|
|
2021
Q3 | $3.71M | Buy |
32,174
+39
| +0.1% | +$4.49K | 0.48% | 60 |
|
|
2021
Q2 | $3.71M | Buy |
32,135
+16,565
| +106% | +$1.91M | 0.49% | 59 |
|
|
2021
Q1 | $1.76M | Buy |
15,570
+2,920
| +23% | +$330K | 0.25% | 79 |
|
|
2020
Q4 | $1.52M | Buy |
12,650
+5,313
| +72% | +$637K | 0.24% | 81 |
|
|
2020
Q3 | $894K | Buy |
7,337
+3,053
| +71% | +$372K | 0.16% | 99 |
|
|
2020
Q2 | $522K | Sell |
4,284
-1,156
| -21% | -$141K | 0.1% | 127 |
|
|
2020
Q1 | $661K | Buy |
+5,440
| New | +$661K | 0.16% | 106 |
|
|
2019
Q3 | – | Sell |
-2,068
| Closed | -$228K | – | 189 |
|
|
2019
Q2 | $228K | Buy |
+2,068
| New | +$228K | 0.05% | 170 |
|