Beam 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 | $3.02M | Sell |
31,505
-1,086
| -3% | -$104K | 0.9% | 27 |
|
|
2025
Q1 | $3.11M | Sell |
32,591
-4,026
| -11% | -$384K | 1.05% | 24 |
|
|
2024
Q4 | $3.39M | Buy |
36,617
+1,303
| +4% | +$120K | 1.07% | 24 |
|
|
2024
Q3 | $3.46M | Buy |
35,314
+929
| +3% | +$91.2K | 1.05% | 22 |
|
|
2024
Q2 | $3.22M | Buy |
34,385
+7,306
| +27% | +$684K | 1.07% | 20 |
|
|
2024
Q1 | $2.56M | Buy |
+27,079
| New | +$2.56M | 1.54% | 20 |
|
|
2020
Q4 | – | Sell |
-3,619
| Closed | -$441K | – | 133 |
|
|
2020
Q3 | $441K | Buy |
3,619
+171
| +5% | +$20.8K | 0.41% | 74 |
|
|
2020
Q2 | $419K | Buy |
+3,448
| New | +$419K | 0.42% | 74 |
|