Capital Advisors 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 | $6.66M | Buy |
69,514
+66,733
| +2,400% | +$6.39M | 1.05% | 22 |
|
|
2025
Q1 | $265K | Sell |
2,781
-236
| -8% | -$22.5K | 0.05% | 149 |
|
|
2024
Q4 | $279K | Buy |
+3,017
| New | +$279K | 0.05% | 138 |
|
|
2023
Q4 | – | Sell |
-7,177
| Closed | -$657K | – | 149 |
|
|
2023
Q3 | $657K | Sell |
7,177
-2,842
| -28% | -$260K | 0.17% | 68 |
|
|
2023
Q2 | $968K | Sell |
10,019
-500
| -5% | -$48.3K | 0.25% | 56 |
|
|
2023
Q1 | $1.04M | Buy |
+10,519
| New | +$1.04M | 0.29% | 55 |
|
|
2021
Q2 | – | Sell |
-2,471
| Closed | -$279K | – | 95 |
|
|
2021
Q1 | $279K | Buy |
+2,471
| New | +$279K | 0.12% | 75 |
|