Brass Tax Wealth Management’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 | $218K | Sell |
2,274
-53
| -2% | -$5.08K | 0.04% | 217 |
|
|
2025
Q1 | $222K | Sell |
2,327
-50
| -2% | -$4.77K | 0.05% | 199 |
|
|
2024
Q4 | $220K | Sell |
2,377
-103
| -4% | -$9.52K | 0.05% | 190 |
|
|
2024
Q3 | $243K | Sell |
2,480
-245
| -9% | -$24K | 0.05% | 172 |
|
|
2024
Q2 | $255K | Sell |
2,725
-216
| -7% | -$20.2K | 0.11% | 111 |
|
|
2024
Q1 | $278K | Buy |
+2,941
| New | +$278K | 0.15% | 85 |
|