4J 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 | $317K | Sell |
3,308
-187
| -5% | -$17.9K | 0.21% | 68 |
|
|
2025
Q1 | $333K | Buy |
3,495
+10
| +0.3% | +$954 | 0.26% | 63 |
|
|
2024
Q4 | $322K | Sell |
3,485
-429
| -11% | -$39.7K | 0.26% | 61 |
|
|
2024
Q3 | $384K | Hold |
3,914
| – | – | 0.3% | 57 |
|
|
2024
Q2 | $366K | Sell |
3,914
-55
| -1% | -$5.15K | 0.3% | 53 |
|
|
2024
Q1 | $376K | Sell |
3,969
-854
| -18% | -$80.8K | 0.32% | 56 |
|
|
2023
Q4 | $465K | Sell |
4,823
-583
| -11% | -$56.2K | 0.42% | 49 |
|
|
2023
Q3 | $495K | Buy |
5,406
+268
| +5% | +$24.5K | 0.49% | 46 |
|
|
2023
Q2 | $496K | Sell |
5,138
-34
| -0.7% | -$3.28K | 0.48% | 48 |
|
|
2023
Q1 | $513K | Buy |
5,172
+85
| +2% | +$8.43K | 0.55% | 42 |
|
|
2022
Q4 | $487K | Buy |
5,087
+898
| +21% | +$86K | 0.57% | 40 |
|
|
2022
Q3 | $402K | Sell |
4,189
-101
| -2% | -$9.69K | 0.51% | 44 |
|
|
2022
Q2 | $439K | Sell |
4,290
-785
| -15% | -$80.3K | 0.55% | 39 |
|
|
2022
Q1 | $545K | Sell |
5,075
-531
| -9% | -$57K | 0.48% | 39 |
|
|
2021
Q4 | $645K | Buy |
5,606
+113
| +2% | +$13K | 0.54% | 39 |
|
|
2021
Q3 | $633K | Sell |
5,493
-77
| -1% | -$8.87K | 0.55% | 39 |
|
|
2021
Q2 | $643K | Sell |
5,570
-475
| -8% | -$54.8K | 0.56% | 40 |
|
|
2021
Q1 | $683K | Sell |
6,045
-118
| -2% | -$13.3K | 0.64% | 41 |
|
|
2020
Q4 | $739K | Buy |
+6,163
| New | +$739K | 0.71% | 36 |
|