WIA
World 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 | $3.13M | Sell |
32,688
-111,761
| -77% | -$10.7M | 0.07% | 290 |
|
2025
Q1 | $13.8M | Buy |
144,449
+110,774
| +329% | +$10.6M | 0.36% | 54 |
|
2024
Q4 | $3.11M | Sell |
33,675
-432
| -1% | -$39.9K | 0.09% | 264 |
|
2024
Q3 | $3.35M | Buy |
34,107
+4,273
| +14% | +$419K | 0.1% | 219 |
|
2024
Q2 | $2.79M | Buy |
29,834
+24,182
| +428% | +$2.26M | 0.17% | 126 |
|
2024
Q1 | $535K | Sell |
5,652
-26,493
| -82% | -$2.51M | 0.08% | 207 |
|
2023
Q4 | $3.1M | Buy |
32,145
+8,287
| +35% | +$799K | 0.4% | 56 |
|
2023
Q3 | $2.19M | Sell |
23,858
-4,389
| -16% | -$402K | 0.43% | 49 |
|
2023
Q2 | $2.73M | Sell |
28,247
-1,085
| -4% | -$105K | 0.53% | 38 |
|
2023
Q1 | $2.91M | Sell |
29,332
-2,599
| -8% | -$258K | 0.61% | 33 |
|
2022
Q4 | $3.06M | Buy |
31,931
+7,397
| +30% | +$708K | 0.7% | 30 |
|
2022
Q3 | $2.36M | Sell |
24,534
-20
| -0.1% | -$1.92K | 0.56% | 35 |
|
2022
Q2 | $2.57M | Buy |
24,554
+22,167
| +929% | +$2.32M | 0.54% | 36 |
|
2022
Q1 | $257K | Sell |
2,387
-82
| -3% | -$8.83K | 0.05% | 219 |
|
2021
Q4 | $272K | Buy |
+2,469
| New | +$272K | 0.06% | 214 |
|
2020
Q4 | – | Sell |
-5,732
| Closed | -$698K | – | 231 |
|
2020
Q3 | $698K | Sell |
5,732
-155
| -3% | -$18.9K | 0.24% | 67 |
|
2020
Q2 | $716K | Sell |
5,887
-8,565
| -59% | -$1.04M | 0.25% | 64 |
|
2020
Q1 | $1.76M | Buy |
+14,452
| New | +$1.76M | 0.82% | 27 |
|