Bogart Wealth LLC’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 | $45.4M | Buy |
473,594
+13,511
| +3% | +$1.29M | 1.94% | 14 |
|
|
2025
Q1 | $43.9M | Sell |
460,083
-202,101
| -31% | -$19.3M | 2.07% | 14 |
|
|
2024
Q4 | $61.2M | Buy |
662,184
+34,586
| +6% | +$3.2M | 2.9% | 8 |
|
|
2024
Q3 | $61.6M | Sell |
627,598
-212,558
| -25% | -$20.9M | 2.91% | 8 |
|
|
2024
Q2 | $78.7M | Buy |
840,156
+19,722
| +2% | +$1.85M | 4.01% | 5 |
|
|
2024
Q1 | $77.7M | Buy |
820,434
+99,933
| +14% | +$9.46M | 4% | 6 |
|
|
2023
Q4 | $69.4M | Buy |
720,501
+382,721
| +113% | +$36.9M | 3.92% | 7 |
|
|
2023
Q3 | $30.9M | Buy |
337,780
+168,149
| +99% | +$15.4M | 1.91% | 13 |
|
|
2023
Q2 | $16.4M | Buy |
169,631
+169,465
| +102,087% | +$16.4M | 1.04% | 21 |
|
|
2023
Q1 | $16.5K | Hold |
166
| – | – | ﹤0.01% | 492 |
|
|
2022
Q4 | $15.9K | Sell |
166
-17
| -9% | -$1.63K | ﹤0.01% | 464 |
|
|
2022
Q3 | $18K | Buy |
183
+17
| +10% | +$1.67K | ﹤0.01% | 446 |
|
|
2022
Q2 | $17K | Buy |
166
+154
| +1,283% | +$15.8K | ﹤0.01% | 438 |
|
|
2022
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 734 |
|
|
2021
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 707 |
|
|
2021
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 684 |
|
|
2021
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 642 |
|
|
2021
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 592 |
|
|
2020
Q4 | $1K | Hold |
12
| – | – | ﹤0.01% | 433 |
|
|
2020
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 411 |
|
|
2020
Q2 | $1K | Hold |
12
| – | – | ﹤0.01% | 418 |
|
|
2020
Q1 | $1K | Hold |
12
| – | – | ﹤0.01% | 394 |
|
|
2019
Q4 | $1K | Sell |
12
-3
| -20% | -$250 | ﹤0.01% | 378 |
|
|
2019
Q3 | $2K | Sell |
15
-5
| -25% | -$667 | ﹤0.01% | 331 |
|
|
2019
Q2 | $2K | Sell |
20
-59
| -75% | -$5.9K | ﹤0.01% | 309 |
|
|
2019
Q1 | $8K | Sell |
79
-6
| -7% | -$608 | ﹤0.01% | 252 |
|
|
2018
Q4 | $8K | Buy |
+85
| New | +$8K | ﹤0.01% | 251 |
|