ABLE Financial Group’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
$1.49M Sell
15,576
-3,205
-17% -$307K 0.36% 63
2025
Q1
$1.79M Buy
18,781
+1,705
+10% +$163K 0.5% 42
2024
Q4
$1.58M Sell
17,076
-70,327
-80% -$6.5M 0.47% 48
2024
Q3
$8.58M Buy
87,403
+44,284
+103% +$4.35M 2.65% 12
2024
Q2
$4.04M Buy
43,119
+6,721
+18% +$629K 1.46% 18
2024
Q1
$3.45M Buy
36,398
+27,506
+309% +$2.6M 1.35% 18
2023
Q4
$857K Buy
8,892
+5,049
+131% +$487K 0.37% 50
2023
Q3
$352K Buy
3,843
+178
+5% +$16.3K 0.18% 97
2023
Q2
$354K Sell
3,665
-312
-8% -$30.1K 0.18% 88
2023
Q1
$394K Buy
+3,977
New +$394K 0.26% 80