Authentikos Wealth Advisory’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
Q1 | – | Sell |
-6,079
| Closed | -$562K | – | 74 |
|
|
2024
Q4 | $562K | Sell |
6,079
-245
| -4% | -$22.6K | 0.56% | 43 |
|
|
2024
Q3 | $621K | Buy |
+6,324
| New | +$621K | 0.6% | 39 |
|
|
2024
Q2 | – | Sell |
-5,356
| Closed | -$507K | – | 52 |
|
|
2024
Q1 | $507K | Sell |
5,356
-7,591
| -59% | -$719K | 0.51% | 40 |
|
|
2023
Q4 | $1.25M | Sell |
12,947
-548
| -4% | -$52.8K | 1.32% | 20 |
|
|
2023
Q3 | $1.24M | Sell |
13,495
-1,152
| -8% | -$106K | 1.19% | 22 |
|
|
2023
Q2 | $1.41M | Buy |
+14,647
| New | +$1.41M | 1.33% | 20 |
|