United Capital 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 | $8.94M | Buy |
93,382
+51,726
| +124% | +$4.95M | 0.07% | 213 |
|
|
2025
Q1 | $3.97M | Buy |
41,656
+37,482
| +898% | +$3.57M | 0.03% | 303 |
|
|
2024
Q4 | $386K | Buy |
4,174
+801
| +24% | +$74.1K | ﹤0.01% | 796 |
|
|
2024
Q3 | $331K | Buy |
3,373
+137
| +4% | +$13.4K | ﹤0.01% | 841 |
|
|
2024
Q2 | $303K | Sell |
3,236
-29,711
| -90% | -$2.78M | ﹤0.01% | 840 |
|
|
2024
Q1 | $3.12M | Sell |
32,947
-33,503
| -50% | -$3.17M | 0.03% | 347 |
|
|
2023
Q4 | $6.41M | Buy |
66,450
+29,428
| +79% | +$2.84M | 0.05% | 257 |
|
|
2023
Q3 | $3.39M | Sell |
37,022
-33,811
| -48% | -$3.1M | 0.02% | 350 |
|
|
2023
Q2 | $6.84M | Sell |
70,833
-29,716
| -30% | -$2.87M | 0.04% | 278 |
|
|
2023
Q1 | $9.97M | Sell |
100,549
-4,731
| -4% | -$469K | 0.06% | 238 |
|
|
2022
Q4 | $10.1M | Sell |
105,280
-1,904
| -2% | -$182K | 0.06% | 245 |
|
|
2022
Q3 | $10.3M | Buy |
107,184
+47,596
| +80% | +$4.57M | 0.06% | 237 |
|
|
2022
Q2 | $6.1M | Buy |
59,588
+52,532
| +745% | +$5.37M | 0.03% | 316 |
|
|
2022
Q1 | $758K | Sell |
7,056
-357
| -5% | -$38.4K | ﹤0.01% | 730 |
|
|
2021
Q4 | $853K | Sell |
7,413
-2,162
| -23% | -$249K | ﹤0.01% | 716 |
|
|
2021
Q3 | $1.1M | Buy |
9,575
+498
| +5% | +$57.4K | 0.01% | 650 |
|
|
2021
Q2 | $1.05M | Sell |
9,077
-16,139
| -64% | -$1.86M | 0.01% | 684 |
|
|
2021
Q1 | $2.85M | Sell |
25,216
-748
| -3% | -$84.5K | 0.02% | 444 |
|
|
2020
Q4 | $3.11M | Sell |
25,964
-18,703
| -42% | -$2.24M | 0.02% | 424 |
|
|
2020
Q3 | $5.44M | Sell |
44,667
-49,149
| -52% | -$5.99M | 0.04% | 330 |
|
|
2020
Q2 | $11.4M | Buy |
93,816
+2,910
| +3% | +$355K | 0.08% | 232 |
|
|
2020
Q1 | $11M | Buy |
90,906
+61,949
| +214% | +$7.53M | 0.09% | 219 |
|
|
2019
Q4 | $3.19M | Sell |
28,957
-54,280
| -65% | -$5.98M | 0.02% | 502 |
|
|
2019
Q3 | $9.36M | Buy |
83,237
+21,912
| +36% | +$2.46M | 0.07% | 299 |
|
|
2019
Q2 | $6.75M | Sell |
61,325
-34,086
| -36% | -$3.75M | 0.04% | 360 |
|
|
2019
Q1 | $10.2M | Sell |
95,411
-628,219
| -87% | -$67M | 0.07% | 291 |
|
|
2018
Q4 | $75.4M | Buy |
723,630
+632,774
| +696% | +$65.9M | 0.6% | 27 |
|
|
2018
Q3 | $9.19M | Sell |
90,856
-198,594
| -69% | -$20.1M | 0.06% | 315 |
|
|
2018
Q2 | $29.7M | Buy |
289,450
+192,946
| +200% | +$19.8M | 0.22% | 106 |
|
|
2018
Q1 | $9.96M | Sell |
96,504
-120,388
| -56% | -$12.4M | 0.08% | 294 |
|
|
2017
Q4 | $22.9M | Buy |
216,892
+27,464
| +14% | +$2.9M | 0.18% | 128 |
|
|
2017
Q3 | $20.2M | Sell |
189,428
-11,538
| -6% | -$1.23M | 0.17% | 136 |
|
|
2017
Q2 | $21.4M | Buy |
200,966
+35,373
| +21% | +$3.77M | 0.19% | 121 |
|
|
2017
Q1 | $17.5M | Sell |
165,593
-10,996
| -6% | -$1.16M | 0.16% | 144 |
|
|
2016
Q4 | $18.5M | Sell |
176,589
-35,898
| -17% | -$3.76M | 0.18% | 122 |
|
|
2016
Q3 | $23.8M | Buy |
212,487
+121,167
| +133% | +$13.6M | 0.23% | 97 |
|
|
2016
Q2 | $10.3M | Sell |
91,320
-12,317
| -12% | -$1.39M | 0.11% | 220 |
|
|
2016
Q1 | $11.4M | Buy |
103,637
+71,761
| +225% | +$7.92M | 0.13% | 171 |
|
|
2015
Q4 | $3.37M | Sell |
31,876
-989,201
| -97% | -$104M | 0.04% | 431 |
|
|
2015
Q3 | $110M | Buy |
1,021,077
+986,368
| +2,842% | +$106M | 1.32% | 9 |
|
|
2015
Q2 | $3.65M | Sell |
34,709
-25,448
| -42% | -$2.67M | 0.04% | 430 |
|
|
2015
Q1 | $6.47M | Buy |
60,157
+18,307
| +44% | +$1.97M | 0.08% | 295 |
|
|
2014
Q4 | $4.44M | Sell |
41,850
-4,971
| -11% | -$527K | 0.07% | 274 |
|
|
2014
Q3 | $4.85M | Buy |
+46,821
| New | +$4.85M | 0.08% | 261 |
|
|
2014
Q2 | – | Sell |
-2,744
| Closed | -$279K | – | 864 |
|
|
2014
Q1 | $279K | Buy |
2,744
+109
| +4% | +$11.1K | 0.01% | 795 |
|
|
2013
Q4 | $261K | Sell |
2,635
-14,918
| -85% | -$1.48M | 0.01% | 555 |
|
|
2013
Q3 | $1.79M | Sell |
17,553
-207,063
| -92% | -$21.1M | 0.06% | 269 |
|
|
2013
Q2 | $23M | Buy |
+224,616
| New | +$23M | 0.61% | 39 |
|