VA
Valmark Advisers’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 | $313K | Sell |
3,264
-122
| -4% | -$11.7K | ﹤0.01% | 537 |
|
|
2025
Q1 | $323K | Buy |
3,386
+50
| +1% | +$4.77K | ﹤0.01% | 500 |
|
|
2024
Q4 | $308K | Buy |
3,336
+620
| +23% | +$57.3K | ﹤0.01% | 503 |
|
|
2024
Q3 | $266K | Buy |
2,716
+63
| +2% | +$6.18K | ﹤0.01% | 520 |
|
|
2024
Q2 | $248K | Buy |
2,653
+167
| +7% | +$15.6K | ﹤0.01% | 508 |
|
|
2024
Q1 | $235K | Sell |
2,486
-41
| -2% | -$3.88K | ﹤0.01% | 492 |
|
|
2023
Q4 | $244K | Sell |
2,527
-31
| -1% | -$2.99K | ﹤0.01% | 457 |
|
|
2023
Q3 | $234K | Hold |
2,558
| – | – | ﹤0.01% | 437 |
|
|
2023
Q2 | $247K | Sell |
2,558
-22
| -0.9% | -$2.13K | 0.01% | 433 |
|
|
2023
Q1 | $256K | Buy |
2,580
+62
| +2% | +$6.15K | 0.01% | 418 |
|
|
2022
Q4 | $241K | Hold |
2,518
| – | – | 0.01% | 401 |
|
|
2022
Q3 | $242K | Sell |
2,518
-13
| -0.5% | -$1.25K | ﹤0.01% | 375 |
|
|
2022
Q2 | $259K | Sell |
2,531
-188
| -7% | -$19.2K | 0.01% | 368 |
|
|
2022
Q1 | $292K | Buy |
2,719
+22
| +0.8% | +$2.36K | 0.01% | 372 |
|
|
2021
Q4 | $310K | Buy |
2,697
+201
| +8% | +$23.1K | 0.01% | 344 |
|
|
2021
Q3 | $288K | Sell |
2,496
-69
| -3% | -$7.96K | 0.01% | 326 |
|
|
2021
Q2 | $296K | Sell |
2,565
-123
| -5% | -$14.2K | 0.01% | 333 |
|
|
2021
Q1 | $304K | Buy |
2,688
+50
| +2% | +$5.66K | 0.01% | 320 |
|
|
2020
Q4 | $316K | Buy |
2,638
+13
| +0.5% | +$1.56K | 0.01% | 291 |
|
|
2020
Q3 | $320K | Sell |
2,625
-4
| -0.2% | -$488 | 0.01% | 222 |
|
|
2020
Q2 | $320K | Sell |
2,629
-750
| -22% | -$91.3K | 0.01% | 208 |
|
|
2020
Q1 | $410K | Buy |
3,379
+114
| +3% | +$13.8K | 0.01% | 159 |
|
|
2019
Q4 | $360K | Sell |
3,265
-525
| -14% | -$57.9K | 0.01% | 171 |
|
|
2019
Q3 | $426K | Buy |
3,790
+405
| +12% | +$45.5K | 0.01% | 162 |
|
|
2019
Q2 | $372K | Sell |
3,385
-19
| -0.6% | -$2.09K | 0.01% | 161 |
|
|
2019
Q1 | $363K | Buy |
3,404
+54
| +2% | +$5.76K | 0.01% | 161 |
|
|
2018
Q4 | $349K | Buy |
3,350
+544
| +19% | +$56.7K | 0.01% | 148 |
|
|
2018
Q3 | $284K | Sell |
2,806
-51
| -2% | -$5.16K | 0.01% | 166 |
|
|
2018
Q2 | $293K | Sell |
2,857
-583
| -17% | -$59.8K | 0.01% | 157 |
|
|
2018
Q1 | $355K | Hold |
3,440
| – | – | 0.01% | 132 |
|
|
2017
Q4 | $363K | Buy |
+3,440
| New | +$363K | 0.01% | 133 |
|
|
2013
Q4 | – | Sell |
-3,616
| Closed | -$369K | – | 61 |
|
|
2013
Q3 | $369K | Sell |
3,616
-552
| -13% | -$56.3K | 0.01% | 39 |
|
|
2013
Q2 | $427K | Buy |
+4,168
| New | +$427K | 0.02% | 36 |
|