49 Wealth Management’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 | – | Sell |
-13,631
| Closed | -$1.3M | – | 182 |
|
|
2025
Q1 | $1.3M | Sell |
13,631
-1,212
| -8% | -$116K | 0.16% | 54 |
|
|
2024
Q4 | $1.37M | Sell |
14,843
-5,351
| -26% | -$495K | 0.2% | 42 |
|
|
2024
Q3 | $1.98M | Sell |
20,194
-9,826
| -33% | -$964K | 0.32% | 35 |
|
|
2024
Q2 | $2.78M | Sell |
30,020
-119,210
| -80% | -$11M | 0.55% | 39 |
|
|
2024
Q1 | $14M | Buy |
149,230
+12,566
| +9% | +$1.18M | 2.99% | 14 |
|
|
2023
Q4 | $13.2M | Buy |
+136,664
| New | +$13.2M | 3.39% | 12 |
|