UFA
US Financial Advisors’s iShares 3-7 Year Treasury Bond ETF IEI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $6.99M | Buy |
59,139
+2,605
| +5% | +$308K | 2.06% | 17 |
|
|
2024
Q4 | $6.53M | Sell |
56,534
-129
| -0.2% | -$14.9K | 2.01% | 17 |
|
|
2024
Q3 | $6.78M | Sell |
56,663
-598
| -1% | -$71.5K | 2.11% | 17 |
|
|
2024
Q2 | $6.61M | Buy |
57,261
+6,890
| +14% | +$796K | 2.22% | 16 |
|
|
2024
Q1 | $5.83M | Buy |
50,371
+947
| +2% | +$110K | 2.02% | 16 |
|
|
2023
Q4 | $5.79M | Buy |
49,424
+1,021
| +2% | +$120K | 2.16% | 16 |
|
|
2023
Q3 | $5.48M | Buy |
+48,403
| New | +$5.48M | 2.28% | 16 |
|
|
2022
Q4 | – | Sell |
-75,379
| Closed | -$8.61M | – | 83 |
|
|
2022
Q3 | $8.61M | Buy |
75,379
+15,889
| +27% | +$1.82M | 4.82% | 5 |
|
|
2022
Q2 | $7.1M | Sell |
59,490
-1,472
| -2% | -$176K | 3.99% | 10 |
|
|
2022
Q1 | $7.44M | Sell |
60,962
-13,884
| -19% | -$1.69M | 3.58% | 11 |
|
|
2021
Q4 | $9.63M | Buy |
74,846
+322
| +0.4% | +$41.4K | 4.39% | 6 |
|
|
2021
Q3 | $9.7M | Buy |
74,524
+394
| +0.5% | +$51.3K | 4.8% | 6 |
|
|
2021
Q2 | $9.68M | Sell |
74,130
-18,395
| -20% | -$2.4M | 4.72% | 6 |
|
|
2021
Q1 | $12M | Buy |
92,525
+23,895
| +35% | +$3.1M | 3.34% | 8 |
|
|
2020
Q4 | $9.13M | Buy |
+68,630
| New | +$9.13M | 2.75% | 10 |
|