Apollon 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 | $859K | Sell |
8,969
-12,338
| -58% | -$1.18M | 0.02% | 596 |
|
|
2025
Q1 | $2.03M | Sell |
21,307
-19,544
| -48% | -$1.86M | 0.04% | 330 |
|
|
2024
Q4 | $3.78M | Buy |
40,851
+16,512
| +68% | +$1.53M | 0.09% | 210 |
|
|
2024
Q3 | $2.39M | Sell |
24,339
-245
| -1% | -$24K | 0.07% | 263 |
|
|
2024
Q2 | $2.3M | Buy |
24,584
+3,738
| +18% | +$350K | 0.07% | 253 |
|
|
2024
Q1 | $1.97M | Sell |
20,846
-706
| -3% | -$66.8K | 0.06% | 293 |
|
|
2023
Q4 | $2.08M | Buy |
21,552
+13,915
| +182% | +$1.34M | 0.07% | 251 |
|
|
2023
Q3 | $699K | Sell |
7,637
-15,351
| -67% | -$1.41M | 0.04% | 459 |
|
|
2023
Q2 | $2.22M | Buy |
22,988
+9,352
| +69% | +$903K | 0.11% | 197 |
|
|
2023
Q1 | $1.35M | Buy |
13,636
+8,247
| +153% | +$817K | 0.08% | 254 |
|
|
2022
Q4 | $516K | Buy |
+5,389
| New | +$516K | 0.04% | 506 |
|
|
2022
Q1 | – | Sell |
-4,693
| Closed | -$540K | – | 786 |
|
|
2021
Q4 | $540K | Buy |
+4,693
| New | +$540K | 0.04% | 441 |
|
|
2019
Q3 | – | Sell |
-1,184
| Closed | -$130K | – | 82 |
|
|
2019
Q2 | $130K | Buy |
+1,184
| New | +$130K | 0.15% | 58 |
|