Access Financial Services’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 | $819K | Buy |
8,548
+2,985
| +54% | +$286K | 0.31% | 57 |
|
|
2025
Q1 | $531K | Sell |
5,563
-1,948
| -26% | -$186K | 0.21% | 68 |
|
|
2024
Q4 | $694K | Sell |
7,511
-17,012
| -69% | -$1.57M | 0.31% | 66 |
|
|
2024
Q3 | $2.41M | Buy |
24,523
+7,006
| +40% | +$687K | 1.1% | 18 |
|
|
2024
Q2 | $1.64M | Sell |
17,517
-1,362
| -7% | -$128K | 0.75% | 28 |
|
|
2024
Q1 | $1.79M | Sell |
18,879
-4,859
| -20% | -$460K | 0.8% | 23 |
|
|
2023
Q4 | $2.29M | Buy |
23,738
+18,128
| +323% | +$1.75M | 1.18% | 13 |
|
|
2023
Q3 | $514K | Hold |
5,610
| – | – | 0.31% | 70 |
|
|
2023
Q2 | $542K | Sell |
5,610
-2,921
| -34% | -$282K | 0.32% | 69 |
|
|
2023
Q1 | $846K | Sell |
8,531
-1,171
| -12% | -$116K | 0.51% | 58 |
|
|
2022
Q4 | $929K | Buy |
9,702
+6,319
| +187% | +$605K | 0.57% | 55 |
|
|
2022
Q3 | $325K | Buy |
3,383
+565
| +20% | +$54.3K | 0.21% | 80 |
|
|
2022
Q2 | $288K | Buy |
+2,818
| New | +$288K | 0.16% | 95 |
|