Arkadios Wealth Advisors’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 | $1.31M | Buy |
13,640
+3,277
| +32% | +$314K | 0.04% | 467 |
|
|
2025
Q1 | $988K | Sell |
10,363
-1,070
| -9% | -$102K | 0.04% | 461 |
|
|
2024
Q4 | $1.06M | Buy |
11,433
+2,384
| +26% | +$220K | 0.06% | 319 |
|
|
2024
Q3 | $888K | Sell |
9,049
-1,846
| -17% | -$181K | 0.05% | 352 |
|
|
2024
Q2 | $1.02M | Buy |
10,895
+8,477
| +351% | +$794K | 0.07% | 277 |
|
|
2024
Q1 | $229K | Sell |
2,418
-132
| -5% | -$12.5K | 0.02% | 620 |
|
|
2023
Q4 | $246K | Sell |
2,550
-8,675
| -77% | -$836K | 0.02% | 592 |
|
|
2023
Q3 | $1.03M | Buy |
11,225
+8,692
| +343% | +$796K | 0.1% | 205 |
|
|
2023
Q2 | $245K | Sell |
2,533
-162
| -6% | -$15.7K | 0.03% | 504 |
|
|
2023
Q1 | $267K | Buy |
+2,695
| New | +$267K | 0.03% | 474 |
|
|
2021
Q4 | – | Sell |
-481
| Closed | -$55K | – | 1128 |
|
|
2021
Q3 | $55K | Sell |
481
-508
| -51% | -$58.1K | 0.01% | 847 |
|
|
2021
Q2 | $114K | Buy |
989
+513
| +108% | +$59.1K | 0.01% | 682 |
|
|
2021
Q1 | $53K | Buy |
476
+388
| +441% | +$43.2K | 0.01% | 676 |
|
|
2020
Q4 | $10K | Buy |
+88
| New | +$10K | ﹤0.01% | 956 |
|