Avidian Wealth Enterprises’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 | $627K | Buy |
6,542
+370
| +6% | +$35.4K | 0.03% | 283 |
|
|
2025
Q1 | $589K | Buy |
6,172
+1,069
| +21% | +$102K | 0.03% | 282 |
|
|
2024
Q4 | $472K | Buy |
5,103
+537
| +12% | +$49.6K | 0.02% | 306 |
|
|
2024
Q3 | $448K | Sell |
4,566
-691
| -13% | -$67.8K | 0.02% | 311 |
|
|
2024
Q2 | $492K | Buy |
5,257
+101
| +2% | +$9.46K | 0.02% | 289 |
|
|
2024
Q1 | $488K | Buy |
5,156
+83
| +2% | +$7.86K | 0.02% | 268 |
|
|
2023
Q4 | $489K | Sell |
5,073
-1,810
| -26% | -$174K | 0.03% | 269 |
|
|
2023
Q3 | $630K | Sell |
6,883
-4,238
| -38% | -$388K | 0.04% | 217 |
|
|
2023
Q2 | $1.07M | Buy |
11,121
+2,420
| +28% | +$234K | 0.07% | 168 |
|
|
2023
Q1 | $862K | Buy |
8,701
+1,309
| +18% | +$130K | 0.05% | 219 |
|
|
2022
Q4 | $708K | Sell |
7,392
-48,146
| -87% | -$4.61M | 0.05% | 223 |
|
|
2022
Q3 | $5.33M | Buy |
55,538
+50,373
| +975% | +$4.84M | 0.39% | 51 |
|
|
2022
Q2 | $528K | Sell |
5,165
-5,748
| -53% | -$588K | 0.04% | 257 |
|
|
2022
Q1 | $1.17M | Sell |
10,913
-2,175
| -17% | -$234K | 0.07% | 164 |
|
|
2021
Q4 | $1.51M | Buy |
+13,088
| New | +$1.51M | 0.09% | 136 |
|
|
2021
Q1 | – | Sell |
-2,777
| Closed | -$333K | – | 371 |
|
|
2020
Q4 | $333K | Buy |
2,777
+483
| +21% | +$57.9K | 0.03% | 239 |
|
|
2020
Q3 | $279K | Sell |
2,294
-336
| -13% | -$40.9K | 0.03% | 226 |
|
|
2020
Q2 | $321K | Buy |
+2,630
| New | +$321K | 0.04% | 182 |
|